[2:23] Rusty is joined by CLS Deputy CIO Joe Smith & Senior Client Portfolio Manager Case Eichenberger to talk about the latest news on tariff talks and U.S. China trade tensions. [4:40] Plus, a discussion on the most recent Berkshire Hathaway shareholders meeting and Warren Buffett’s wisdom on competitive advantage. [10:24] Joe explains the power of direct indexing and why some are calling it the next big thing in money management. [21:41] This week’s guest is Ben Keating, Vice President & Senior Client Portfolio Manager at Wellington Management. Ben gives his outlook on the markets, his opinion on what makes a good financial advisor, and some of the best investment advice he has received.
0788-CLS-5/16/2019