Open Windows Investing by TPFG
Episodes
10 episodes
Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!
Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F...
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.
Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about:What does farming have to do with investing?
Tactical Tips In A Bear Market: Bob Meeder
Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode!Is it different this time?What is a Secular Bull or Bear Marke...
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG
Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:The Need for Good Financial Advice in AmericaThe Va...
David Blanchett: The Realities of Retirement and More
In this episode, Julie tells you what Strategy PLUS is, and then asks
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market
📢 Julie Mochan announces that TPFG is engaging Wilshi...
Rene Reyna of Invesco: Is ESG still where the Growth Is?
In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Speci...
Matt Peron: Investing in a Rising Rate Environment
In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at