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Tag Archives: Videos

Interview: Candid Coffee – Mid-Year Market Review

Last weekend, I joined Richard Rosso, CFP and Danny Ratliff, CFP to discuss the outlook for the markets for the rest of this year and take questions from our attendees. We cover a lot of ground from: The financial markets now and what to expect.  Valuations Inflation outlook. The dollar. Why Government actions are destroying the foundation of capitalism. Plus some interesting questions on  Why you shouldn’t put real estate in a tax-deferred account. Better ways to...

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What’s the Future of Lending?

Need a loan? You can always go to a bank. Or you can try to borrow from your peers. Increasingly popular “peer-to-peer lending portals” allow borrowers and lenders to connect directly through online marketplaces, threatening to disintermediate traditional financial institutions in the process. But how do peer-to-peer sites assess the risk involved in the loans they make? What role will regulation play in their future? Will institutional investors get on board? Industry experts discussed these...

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