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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 36

Forbes Wealth Management

Forbes Wealth Management

Rob and Rory are joined by Forbes Wealth Management Staff Writer Jason Bisnoff. In this episode, Jason talks about ESG investing and the problems from supply not meeting growing demand. He also touches on the belief that you have to look at these issues long-term by citing a CNBC report that GM will not be making gas-powered cars in 14 years, which would affect companies like ExxonMobil. Learn about the growing demographical shifts, how Robinhood millionaires are shunning financial advisors, and why some experts believe Millennials could drive a 30-year bull market. Also, you’ll hear their thoughts on ARK Invest’s prediction of a 200 Trillion Dollar innovation market that will come about from AI, Robotics, Energy Storage, and Blockchain. Don’t miss this episode covering Wealth Management, politics, hip hop, Squid Game, and the sports world

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Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

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