To the Widow Goes the Wealth
Learn how to educate and prepare family members for the wealth transfer to women.

Learn how to educate and prepare family members for the wealth transfer to women.
Explore what individual investors can learn from institutional investors in the context of today's headlines – the banking crisis, small-cap stocks and artificial intelligence.
This special episode of Trends with Benefits features an interview with Host Ed Lopez and looks back to how the podcast began.
Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adoption.
Understand why financial literacy is important today and what advisors can do to help.
Ed gets a behind-the-scenes look at the making of the documentary "Beyond the Trees" which focuses on the unique management model of the van Eck Forests.
Learn about private market investments, how they provide more exposure, and how to determine if they're appropriate for your clients' investing needs.
This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors.
This episode offers caregiving tools and tips to those in the "sandwich generation" and explains how financial advisors can serve as a key resource when planning for caregiving.
Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.
Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to adapt.
Ed is joined by VanEck Portfolio Manager Eric Fine who shares insights on the state of the U.S. economy, including how its monetary policy has set the stage for emerging markets bonds.
Ed chats with Pranav Kanade about crypto terms you should know and what the FTX collapse means for crypto adoption.
Ed meets with Morningstar's Erin Lash and Damien Conover who offer their perspectives on identifying companies with competitive advantages within the consumer and healthcare sectors.
Ed chats with Vitaliy Katsenelson about everything from the markets to music to meditation.
Ed meets with Anand Sheth, Founding Chairman of the International Lithium Association, to discuss the growth of lithium and its role in decarbonization.
Ed meets with Lorenzo Esparza, CEO and Founding Principal of Manhattan West, about alternative investments and how he built his wealth management business.
Ed meets with CEO Jan van Eck to discuss his macro outlook, including the investment case for bonds, the labor market and corporate profitability.
Ed meets with Ed Clissold, Chief U.S. Strategist for Ned Davis Research Group, to discuss the U.S. markets, including the risk of a recession and the case for a year-end rally.
Ed talks with Shawn Reynolds, Portfolio Manager, Natural Resources, about the energy transition and its environmental tradeoffs. He also gets Shawn's view on the Inflation Reduction Act.
Ed meets with Laila Kollmorgen, Portfolio Manager at PineBridge, to help you understand CLOs and their role in a portfolio.
Ed chats with Emily Binder, Founder of WealthVoice, about the growth of voice marketing, how financial advisors can differentiate their brand, and ways to create impactful content.
Ed chats with Matt Apkarian, Associate Director, Product Development for Cerulli Associates, about the growth of model portfolios and the benefits they bring to both advisors and investors.
Ed speaks with Jessica Santiago, CEO and curator at ArtRepublic Global about how the marriage of art and technology created the NFT markets we know today.
Ed speaks with Luke Wilcox, CEO and Founder of Ethos ESG about the creation of Ethos, trends in sustainable investing and how Ethos create ratings focused on measuring impact.
Ed speaks with David Forman, Vice President of Research, American Gaming Association about trends he sees playing out in the gaming industry, and the impact of sports betting.
Ed speaks with Tom Doe, President and Managing Partner, Municipal Market Analytics, Inc . about his outlook for municipal markets.
Ed and guest host Patrick Schramm, East Coast Regional Vice President speak with Dr. Wes Gray, founder of Alpha Architect about Alpha Architect and the return of quantitative investing.
In this episode, Ed speaks with Kipp deVeer, CEO Ares Capital Corporation about how investors can better understand the potential income opportunities and risks of investing in BDCs.
In this episode, Ed and Guest host Jan van Eck, CEO of VanEck, speak with the Founder of the Digital Assets Council of Financial Professionals, Ric Edelman about how digital assets might react as the space matures.