Tag: Investment Strategies
Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

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Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities.

This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork. 

Tom discusses:

  • Strategies to enhance portfolio performance, including tax-loss harvesting and direct indexing
  • The importance of addressing market concentration risks and diversifying portfolios effectively
  • Utilizing municipal bonds and fixed-index annuities as tools for steady returns and risk mitigation
  • The value of innovative tools like risk scoring methodologies and systematic communication platforms
  • The role of a strong team and tailored marketing support in helping advisors scale their practices
  • And more!

Connect With Thomas Rozman:

Connect with Jeremy Houser:

About Our Guest:

Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.

Disclosure:

The information presented does not constitute investment recommendations tailored to any individual’s circumstances. Past performance is not indicative of future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing.

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Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

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Uncertainty defines the future, but clear insights can help us prepare for what lies ahead.

What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements? 

In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market predictions, and fiscal policies for 2025. They also explore the role of AI, inflation, and bond markets in shaping the financial future.

Jeremy discusses: 

  • The implications of a second Trump administration, including potential tax reforms and regulatory changes
  • Predictions for the U.S. stock market, including overvaluation concerns and the performance of major market players
  • Bitcoin & Cryptocurrency
  • The potential impact of AI on global economic growth and innovation, focusing on its long-term promise
  • Inflation trends and their effects on the bond market, emphasizing investment strategies in volatile times
  • The role of tariffs and trade policies in influencing U.S. economic stability and competitiveness
  • And more

Connect with Jeremy Houser:

About Our Guest:

Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. 

Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. 

Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.

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How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)

How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)

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Do you think volatility control is too complex or risky to manage? 

It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape.

Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mechanisms can provide a competitive edge in the annuity market and beyond.

Jeremy and Tony discuss: 

  • The unique volatility control mechanism, truVol, used by Salt Financial
  • The impact of interest rates on multi-asset volatility targets
  • Dynamic adaptations that Salt Financial employs to react to market changes
  • Upcoming indices and partnerships set to launch in the near future
  • And more!

 

Resources: 

Connect With Tony Barchetto:

Connect with Jeremy Houser:

 

About Our Guest:

Tony is the Founder and Chief Executive Officer of Salt Financial, responsible for creating the firm’s product vision and strategy. He has over twenty years of experience in financial technology companies and institutional trading across multiple asset classes. Prior to founding Salt, Tony served in senior leadership roles at BATS Global Markets and Liquidnet, product management at Citigroup’s Lava Trading, and market making at Knight Capital. He holds a BS in International Economics from Georgetown University and is a CFA Charterholder.

 

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NOT FOR PUBLIC DISTRIBUTION.

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