Louis provides personalized advisory and investment management services for individuals and families who are navigating life-changing liquidity events such as retirement, inheritances, and the sale of a business.

AI Driven Investment Breakthroughs | Ep96
13:58
AI Driven Investment Breakthroughs | Ep96
Fishing in Less Crowded Technology Stocks | EP 95
13:20
Fishing in Less Crowded Technology Stocks | EP 95
Are You Leaving Money On the Table | Ep 94
25:57
Are You Leaving Money On the Table | Ep 94
Preparing Your Portfolio for Retirement | EP 93
44:44
Preparing Your Portfolio for Retirement | EP 93
Current Market Turbulence | Ep 92
18:53
Current Market Turbulence | Ep 92
Staying Rational in Emotional Markets | Ep 91
30:17
Staying Rational in Emotional Markets | Ep 91
The Fear and Greed Index Discussion with Jason Meshnick | Ep 90
1:36:37
The Fear and Greed Index Discussion with Jason Meshnick | Ep 90
Unlocking Long Term Gains in Tech Investments | Ep 89
19:13
Unlocking Long Term Gains in Tech Investments | Ep 89
Maximizing Your Real Estate Returns | Ep 88
20:56
Maximizing Your Real Estate Returns | Ep 88
Monte Carlo Simulation and Financial Planning | Ep 86
29:20
Monte Carlo Simulation and Financial Planning | Ep 86
Use Mr. Market to Your Advantage | EP 85
31:55
Use Mr. Market to Your Advantage | EP 85
Navigating Uncertainty | Ep 82
22:01
Navigating Uncertainty | Ep 82
Clients We Refuse to Work With | Ep 81
30:55
Clients We Refuse to Work With | Ep 81
Top 5 Questions: Your Advisor's Critical Role in Spousal Support | Ep 80
14:05
Top 5 Questions: Your Advisor's Critical Role in Spousal Support | Ep 80
Avoid These 5 Mistakes Before You Retire | Ep 79
20:24
Avoid These 5 Mistakes Before You Retire | Ep 79
Mastering Your Personal Economy | Ep 78
54:33
Mastering Your Personal Economy | Ep 78
Conquering Market Flaws | Corey Hoffstein | Ep 77
1:37:21
Conquering Market Flaws | Corey Hoffstein | Ep 77
Blueprint to Making Money in Stocks | Ep 76
12:26
Blueprint to Making Money in Stocks | Ep 76
Bull Speed or Yield Curve Ahead | Ep 75
33:03
Bull Speed or Yield Curve Ahead | Ep 75
Martin Pring on A Bull Market Outlook | Martin Pring | Ep 74
35:47
Martin Pring on A Bull Market Outlook | Martin Pring | Ep 74
Beyond Market Theories | with John Kosar | Ep 73
55:49
Beyond Market Theories | with John Kosar | Ep 73
Laurens Bensdorp on Trading in Any Market Condition | Laurens Bensdorp | Episode 72
1:17:49
Laurens Bensdorp on Trading in Any Market Condition | Laurens Bensdorp | Episode 72
Investing in a Climate of Change | Ep 71
21:31
Investing in a Climate of Change | Ep 71
All Weather Trader with the Market Wizard Tom Basso | Ep 70
1:11:36
All Weather Trader with the Market Wizard Tom Basso | Ep 70
Investing Outside the Stock Style Box | Ep 69
11:15
Investing Outside the Stock Style Box | Ep 69
The Value of VWAP | Ep 68
1:08:42
The Value of VWAP | Ep 68
Optimizing Returns with Wes Gray | Ep 67
1:01:15
Optimizing Returns with Wes Gray | Ep 67
Is the Big Bear Hibernation Over? | Episode 66
15:06
Is the Big Bear Hibernation Over? | Episode 66
Know This Before You Rollover Your Old 401(k)
22:17
Know This Before You Rollover Your Old 401(k)
Creating the Optimal Diversified Portfolio | Eric Crittenden | Episode 64
1:15:16
Creating the Optimal Diversified Portfolio | Eric Crittenden | Episode 64