Media

For press inquiries contact malacina@spotlightassetgroup.com

Blogs

Women Investors on the Rise

Women Investors on the Rise

by | May 20, 2019

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.
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Where Does Your Advisor Get Their Clients?

Where Does Your Advisor Get Their Clients?

by | Apr 14, 2019

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...

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How Do You Manage Risk With Time?

How Do You Manage Risk With Time?

by | Apr 1, 2019

By Aaron CFP®, Managing Director   “Successful investing is about managing risk, not avoiding it.” -Benjamin Graham There are many ways to manage risk.  One way is with time. Take a look at the green bars in this chart, representing the range of investment...

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Podcasts

Behavioral Finance

Behavioral Finance

by | Jul 30, 2019

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.
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Behavioral Finance

Mental Health and Wealth

by | May 23, 2019

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. 
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Behavioral Finance

How Will the New Tax Code Affect You?

by | Nov 27, 2018

In 2017 Congress passed the most sweeping update to the tax code in 30 years. How will the new tax code affect you? Our guest on Episode #3 is Kermith Boffill, a lead tax partner and CPA at Grobstein Teeple, an accounting firm with offices in California and Washington...

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Media

Crain’s Wealth Manager Roundtable

Crain’s Wealth Manager Roundtable

by | Oct 19, 2018

Spotlight CEO Steve Greco recently participated in a roundtable discussion about the wealth management industry that was conducted by Crain’s Custom Media, a division of Crain’s Chicago Business, a leading weekly business newspaper published by Crain Communications....

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