Private Credit: Now Youse Can’t leave

Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the advisor workflow. That’s a big deal. When AI plugs into the plumbing of wealth management, it stops being optional. What happens when your c ...  Show more

On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan, Vice President of Demographics Research at John Burns to break down why demographics are destiny in the housing market and what that means going forward. They discuss: How today’s young people are diff ...  Show more

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss: asset allocation decisions within multi-asset funds, how rate changes affect portfolio yield, investors overal ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ...  Show more