Media
For press inquiries contact malacina@spotlightassetgroup.com
Blogs
Financial Abuse
October is National Domestic Violence Awareness Month. Financial Abuse occurs in 99% of all domestic violence cases and is a form of abuse that can sometimes be difficult to diagnose.
The Pitfalls of Emotional Investing
When it comes to investing, human behavior may cause us to make decisions based on emotion and not on fundamentals or rational deliberation.
Best Interest and Best Intentions
An SEC vote aimed at helping retail investors could end up adding to their confusion.
Women Investors on the Rise
According to a 2015 report by the BMO Wealth Institute, women in the U.S. controlled at least $14 trillion of U.S. household finances, representing 51% of all personal wealth in the U.S.
Where Does Your Advisor Get Their Clients?
Understanding how an RIA gets clients can be an important factor for prospective clients or for advisors looking to join an RIA. Every registered investment adviser (RIA) is looking for the same thing, more clients. Understanding how an RIA gets their clients can be...
Podcasts
Episode #8: Investing In Real Estate
What should you consider when making the choice to buy a home or rent? What about purchasing real estate as an investment? Our special guest is Brad Tatar, Managing Director of Spotlight Asset Group’s Tampa, Florida office who will walk us through everything you should think about before buying a house, condo, or Real Estate Investment Trust.
Behavioral Finance
Every investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our special guest is Priscilla Liang, Professor of Finance at California State University Channel Islands, who explains many of our biases, where they come from, and how they affect us as investors.
Mental Health and Wealth
May is Mental Health Awareness Month and on this podcast we discuss mental health and money. Our special guest is Jacob Moore, Founder and CEO of No Stigmas, a non-profit organization whose mission is to ensure no one faces mental health challenges alone.
How We Choose Investments and Our Investment Philosophy
With thousands of investment options, how do we put together investment portfolios and what is our investment philosophy? Stephen Greco, CEO of Spotlight Asset Group, joins us on Episode #5 of the Spotlight On Your Wealth Podcast.
What Is a Stock, What is a Bond, What is a Fund?
Jon Jamieson, Director of Trading at Spotlight Asset Group, explains what is a stock, what is a bond, and what is a fund in this episode of the Spotlight On Your Wealth Podcast.
Media
CityWire Magazine: Is the RIA industry morphing into the brokerage biz?
CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.
Quarterly Newsletter July 2019
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the July 2019 Quarterly Newsletter.
Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider
CEO Stephen Greco is interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.
CityWire Magazine: Illinois RIA sets sights on $500m AUM after hiring spree
Stephen Greco’s Spotlight Asset Group has been on a recruiting spree in an attempt to gain national coverage.
Interview with CityWire RIA Magazine: My Model Portfolio
Our CEO Stephen Greco discusses Spotlight’s Investment Philosophy in an interview with City Wire RIA Magazine for their April 1st edition.