Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. 

Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pinpoints the contraction of bank lending growth and an alarming rise in delinquencies in consumer debt, particularly among younger demographics, as potential omens of a rocky road ahead. 

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits?  In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges.  From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business owner or management team overseeing company retirement plans.   Tune in, stay informed, and protect your business.

The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show.  Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management.  We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund  and discuss their new Capital Appreciation Equity ETF (TCAF).  For more information, please visit troweprice.com. 

Please refer to the important disclosures at the end of the podcast.

Outro music compliments of Id Obelus: https://idobelus.bandcamp.com/

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund.  On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Please join us for a spring/summer 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession.  For more information about the firm, please visit WealthQB.com.

What's the deal with oil?  The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis.  For more information about Natixis, please visit im.natixis.com.

Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week.

For more information about our firm, please visit www.WealthQB.com

Music compliments of Id Obelus: https://idobelus.bandcamp.com/

The Gordon Asset Management Podcast welcomes Ira Carnahan to the show.  Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund.  T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers.  On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth.  For more information, please visit troweprice.com.

Music compliments of Id Obelus: https://idobelus.bandcamp.com/

Is your personal data a plan asset or can service providers use this data to cross-sell financial products?  In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. 

For more information about our firm, please visit www.WealthQB.com

The Gordon Asset Management Podcast welcomes Tom Snyder to the show.  Tom is the executive director of Raleigh NC's RIoT organization.  RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space.  On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution.  For more information about Tom or RIoT, check out www.riot.org.

The Gordon Asset Management Podcast welcomes Burland East to the show.  Burl is  CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund.   On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth.  For more information about Burl, please visit aacadvisers.com.

The Gordon Asset Management Podcast welcomes Scot Wingo to the show.  Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups.   On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy.  For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.

The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show.  Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system.  On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education.  For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.

The Gordon Asset Management Podcast welcomes Megan Fielding to the show.  Megan is Senior Director of Responsible Investing for TIAA/Nuveen.  On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors.  For more information about Megan or TIAA/Nuveen, please visit nuveen.com.

Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate.  James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards".  James is also founder and Chief Investment Officer of Centre Asset Management, LLC.  

On the podcast, we discuss the wild action this week in 'meme stonks' like GameStop and the potential for knock-on effects in other areas of the market.

For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show.  Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team.  TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020).  On the podcast Steve and Kyle lay out the philosophy behind the construction and management of TIAA/Nuveen's target date fund series which has resulted in stellar performance relative to their peers.  For more information about TIAA/Nuveen, please visit nuveen.com.

The Gordon Asset Management Podcast welcomes Samantha Lau to the show.  Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein.  On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies.  For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/

Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.