In this episode of “Meet the Expert with Elliot Kallen,” we explore the critical intersection of public, private, and nonprofit sectors. Our guest, Lisette Nieves, President of the Fund for the City of New York, discusses the challenges and innovations within the nonprofit world, particularly how capital in nonprofits is leveraged to drive social impact. […]
The thrill of victory, the rush of adrenaline, lavish lifestyle, hefty paychecks: isn’t this kind of athletic success still a dream for many? Contracts worth millions or those endorsement deals can change one’s life overnight, but only those who make it to the top with their hard-core efforts. But let’s have a reality check: earning […]
“Investing is a lifelong process.” Whether you realize it or not, from the moment we start saving for our favorite toy, dollhouse, or smartphone, we’re already taking the first steps in a lifelong process of managing our money. This journey is called life-stage investing. It’s a concept that recognizes how your financial needs, goals, and […]
It’s a common question we get as financial professionals: what are the financial advantages of getting married? When two people decide to tie the knot, it’s often seen as the start of a new chapter filled with love, partnership, and shared dreams. However, marriage can have a big impact on a couple’s financial situation, especially […]
So far, it’s been a relatively good year for investors. Despite a brief correction in late July and early August, many sectors have performed well, with the tech industry continuing to lead the way. Now, with the Federal Reserve poised to lower interest rates, the outlook for bonds and bond funds over the next 12 […]
As Warren Buffet wisely said, “Rule No. 1, Never lose money. Rule No. 2: Never forget rule No.1.” Yet, as careful as we may try to be, it’s surprisingly easy to lose track of our hard-earned money. In fact, Americans misplace billions of dollars each year simply by switching jobs to financial institutions and leaving […]
Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their […]
In this episode of “Meet the Expert with Elliot Kallen,” we dive into the niche world of sports facility management with Jason Clement, CEO of Sports Facilities Companies. Discover how Jason’s company builds and manages sports complexes that drive economic growth and community engagement. We also explore the vital role sports play in youth development, […]
The American dream of a long, fulfilling retirement is becoming a reality for more people than ever before. As people are more aware of investment and saving, they are building their retirement portfolios stronger than ever. With increasing life expectancy—the US Census Bureau reports a growing number of Americans reaching their 90s and beyond—ensuring your […]
There is no question that the U.S. economy is beginning to slow down. I pride myself on being an observer of many things around me. I’ve noticed that restaurants are emptying and have available tables at lunch and dinner when last year it was almost impossible to get a quick reservation. At Peet’s Coffee yesterday, […]
