June 6, 2022

The Movies; OPEC & Oil Production; Financial Advisors

The Movies; OPEC & Oil Production; Financial Advisors

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the...

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CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick.

The opening crew soon gets into OPEC's increased amount of oil production and the implications this has on inflation and commodity markets. Brian explains what oil production in the United States looks like.

After, Wealth Advisor, Jeff Tomaneng, CFP®, joins the show as the gang gets into what clients should expect from the average financial advisor/planner, mentioning asset classes and risk profiles.