The Rudd Commentary

Episode 28: High-Performing Professionals

Today we're joined by one of our favorite high-performers and friend, Shirley Ross. We discuss her incredible professional journey, her advice for success, and how having a personal CFO has helped along the way.

Episode 27: When the Market gives you Lemons

 Today we look at the current market and provide professional perspective to help investors avoid making common mistakes during times of volatility. We know it can be difficult to stay the course in times of uncertainty, however, this is when frame of mind and reference are most important.

Episode 26: Choosing Quality Investments

This week we discuss how we identify and classify quality investments, what these investments mean for portfolio strategies and why knowing your products and leaders makes all the difference.

Episode 25: Investing and Volatility

Why is it that when a consumer item is on sale, we pounce, but when the stock market is on sale, we run? Buying and holding is far more difficult to do in a volatile market for many investors. Let's discuss market volatility, where there may be opportunity and the outlook for 2022.
 
The Rudd Company is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future results.

Episode 24: Sudden Wealth

When a lump sum of cash is bestowed upon you, it's difficult to know where to begin. In this episode we discuss what to do if you find yourself in a position of sudden wealth.

Episode 23: Investing for Nonprofits

This week we host the Executive Director of a local nonprofit to discuss running and growing an effective & sustainable organization.

Investing 101: Charitable Giving

We revisit the Social, emotional and financial benefits of charitable giving. Implement these strategies to make a bigger difference.

Investing 101: Bonds & The Bond Market

In this classic episode we revisit the basics of bonds, why and when to consider a bond strategy, and what we can do to help.

Episode 22: Strategies for Entrepreneurs PT 2: An Exit Plan

This week we're joined by entrepreneur Michael DeLitta to provide you with tools, insight and a triumphant story of how he built a sustainable, scalable & profitable business, worthy of an exit. Are you ready to transition from business owner to business legend?
You're going to need a well planned strategy.

Episode 21: Strategies for Entrepreneurs PT 1: Expanding your Business Portfolio

As a successful entrepreneur, you're passionate about your growing business, but that drive to succeed and laser focus can leave you under-diversified and hinder your long-term objectives. This week we're joined by investor & entrepreneur, David Lear, to discuss how he balances risk & growth as well as current & future goals.