October 15, 2025Episode 428 min
Quarterly Commentary: A Balanced Strategy
Join our Chief Investment Officer, Josh Rudd, as he presents our Quarterly Commentary.
Episodes
43
Latest episode
Oct 2025
Language
EN
About the show
The Rudd Commentary podcast is a lively, wide-ranging informational resource for busy investors seeking to understand current market conditions, review important financial topics, spot portfolio opportunities, and explore the meaning behind host Josh Rudd’s investment management mantra: Invest Long & Prosper. As the news cycle lurches from crisis to crisis, The Rudd Commentary can help you maintain financial perspective. Volatility will always be a part of the capitalist economy, but successful investing is a long-term game. At The Rudd Commentary, host Josh Rudd, industry professionals, and special guests can help you learn how to step back from statement-to-statement panic mode, and to base your decisions instead on solid research, well-laid plans, realistic price targets and bold execution when looked-for opportunities present themselves.
Listen to episodes
August 6, 2024Episode 4124 min
Investing 101 Series: Lump Sum Do's & Don'ts
In this episode join us as we dive into the crucial do's and don'ts when receiving a lump sum of wealth.
July 9, 2024Episode 4018 min
Episode 39: Beneficiaries: A Powerful Tool or A Hidden Problem
Join us as we uncover how beneficiaries can be either a powerful tool for promoting your legacy or a hidden problem if not reviewed regularly.
June 4, 2024Episode 3923 min
Episode 38: Planning Your Legacy
Join us as we discuss the importance of Estate Planning with Carolyn Dove, founding attorney at The Dove Firm.
May 15, 2024Episode 3817 min
Investing 101 Series: Exploring the Value Behind Risk
In this Investing 101 Episode, we dive into key questions surrounding risk and it's impact on investors.
April 9, 2024Episode 3720 min
Episode 37: Cheaper by The Dozen: 12 Ideas for Investors Tax Planning
In this Episode, we present 12 Ideas for Investors to consider during tax planning, insight to help investors in their upcoming tax time and beyond.
March 5, 2024Episode 3610 min
Episode 36: Are you A "High Performer?"
In this episode, we define what it means to be a true High Performer and highlight why we specialize in serving these dynamic and successful people.
February 6, 2024Episode 3519 min
Episode 35: Preparing for Opportunity in 2024
In this episode, we discuss how to get your financial landscape ready for a new season and take advantage of opportunities in 2024.
January 2, 2024Episode 3440 min
Episode 34: Driving Success: Setting Goals and Strategic Planning in 2024
In this episode, we provide actionable steps to help you work towards your goals and address challenges along the way. Join us for a positive journey toward personal success in the coming year.
August 10, 2023Episode 3322 min
Episode 33 : Taking Advantage of Higher Rates
On this episode join Josh as he dives into the dynamic world of higher interest rates and their dual impact. He uncovers strategies for capitalizing on the advantages while working to mitigate the challenges presented by rising interest rates.
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