It’s not if you’ll face identity theft, it’s when. In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is …
What do market recoveries, pilot training, and emotional discipline have in common? In volatile times, they all remind us that trusting your instruments and your process can make all the difference. In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the …
Where is the economy headed amidst all this uncertainty? Well, who better to ask than a Senior Economist! Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we’re seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what …
In a world filled with financial noise, how do you know which signals actually matter? Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch. They unravel years of insights on keeping your financial journey on track. Delving into tales from the …
Who is the man behind the mic? In today’s episode, we pull back the curtain on Robert Curtiss’s journey—from a public policy graduate to a trusted financial advisor. Along the way, he shares hard-earned lessons on diligence, adaptability, and finding harmony between career and personal life. Robert dives into the intersection of marriage and money, …
Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private …
What if you could tap into the infrastructure of tomorrow, today? As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio? Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone …
Want to know how venture capital is reshaping the future? Join us as we explore this dynamic landscape with industry experts. Robert Curtiss, CFP®, sits down with Stephen West and Anthony Giambrone from StepStone to demystify venture capital. They explore how this dynamic sector, historically the reserve of institutions, is becoming more accessible. Discover how …
What are the mistakes you could be making when selling your home? Host Robert Curtis sits down with Michael Bell, a seasoned real estate broker from Sotheby’s in Southern California and author of “Seller Mistakes: What You Were Never Told About Selling Your Home and Why It Should Matter to You.” Michael brings to light …
What does the future hold for the stock market in 2025? Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing …