The Billionaires Have Spoken

May 16, 2020

On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing.  Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial planning techniques that you can use during the COVID-19 quarantine.

Covenant Economic Review & Outlook – May 2020

May 12, 2020

This is Covenant’s Economic Review & Outlook for the 2nd quarter of 2020. In this video, Karl Eggerss & Justin Pawl outline the current economy, the shape of the recovery, and investment considerations. Where we are now? Where are we going?

5-Minute Huddle: The Recovery Begins

May 11, 2020

In this week’s edition from Covenant CIO Justin Pawl:
· Last Week Today.  Economic, market, and other events that moved markets.
· The Recovery Begins.  Economic activity has bottomed.

Using Trusts As Beneficiaries

May 9, 2020

On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show.  David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts.  Also, David explains when to use a trust as a beneficiary.

5-Minute Huddle: No Straight Lines

May 4, 2020

In this week’s edition from Covenant CIO Justin Pawl:
· No Straight Lines.  Recent events serve as a reminder that nothing moves in a straight line.
· Macroeconomic Outlook.  Awful data, but we are likely approaching the lowest point.

What Is ESG Investing?

May 2, 2020

On this episode, Karl welcomes guest Justin Pawl and Sam Dreibelbis to discuss ESG investing.  What is it? The acronym stands for Environmental, Social, & Governance and it’s a set of standards that companies can adhere to that might attract a certain type of investor.  Does it just mean socially responsible investing? We’ll answer that on this episode.