The 10 Spot is an approachable, unassuming podcast that explains various wealth management concepts and topics in 10 minutes or less! One 10 Spot at a time, we will focus on a timely or listener-requested topic in the personal finance, family planning, or institutional investing world. Join us for a 10 Spot and find the answer to a question you have always wanted to ask – or were afraid to!
Latest episodes
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14 min
Wills & Trusts: An Overview
Although we may not want to face it, we will all pass away at some point. Planning ahead clearly has its benefits: it is informative, provides peace of mind, and creates efficiency…
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14 min
Spot Bitcoin ETFs
Bitcoin has become a mainstream topic, and ETFs have been launched to track the price. Are you familiar with crypto currency wallets and keys? Do you prefer cold or hot storage? Le…
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17 min
Intro to Private Credit
Private Credit is a type of debt financing provided by non-bank lenders that is not issued or traded in an open market. For investors willing to lock up capital and commit for an e…
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13 min
Should I invest in individual bonds or bond funds?
Both single bonds and funds have their merits, with the balance between the two depending on an investor's goals, risk tolerance, and preferences. Individual bonds may be suitable…
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16 min
What to do with an old 401(k)?
When you leave a job, you may be wondering what happens to the money you worked hard to save in that employer's retirement plan and what action, if any, needs to be taken. It isn't…
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12 min
Hedge funds and what they can add to portfolios
Hedge funds are seldom out of the public eye for long. Top managers can acquire an almost legendary status within the financial community—and the asset class as a whole is often gr…
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12 min
Bond basics and their role in a portfolio
Bonds can be thought of as an “IOU” with a contractually defined series of cash flows which the issuer promises to pay in the defined currency. The terms of a bond cannot be change…
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10 min
What are value and growth stocks?
Investors can choose between market ‘tortoises’—plodding and often underrated businesses—or ‘hares’— fast-growing and occasionally flashy companies. In a nutshell, this is the dist…