Media
For press inquiries contact malacina@spotlightassetgroup.com
Blogs
Best Interest and Best Intentions
An SEC vote aimed at helping retail investors could end up adding to their confusion.
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...
How Do You Manage Risk With Time?
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...
Escalator Up, Elevator Down
By Aaron CFP®, Managing Director “Escalator up, Elevator down” is a good metaphor to describe movements in the stock markets. On September 20, 2018 the S&P 500 Index peaked at 2930. The index gained approximately 17% over the previous 12-month period. It took...
Avoid These Tax Scams
By Aaron CFP®, Managing Director According to the IRS, thousands of people have lost millions of dollars to tax scams, but you don’t have to be a victim. There is plenty of information on the IRS website (www.irs.gov) that can help you avoid these scams. Here are...
Podcasts
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.
How Will the New Tax Code Affect You?
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...
Media
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.
Crain’s Wealth Manager Roundtable
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....