Monthly Archives: April 2021

Feature 2021

9. The Ins and Outs of Donor Advised Funds with Mary Jovanovich

When it comes to charitable giving, there’s more to it than simply writing a check to a few non-profit organizations near the end of the year and claiming a tax deduction.

In this episode, Malcolm Ethridge is joined by Mary Jovanovich, senior relationship manager with Schwab Charitable, as they dive into the

Feature 2021

8. The Return of the Retail Investor with Chris Hill

Since the onset of the pandemic, we have seen a renewed interest in the markets from so-called retail investors – otherwise known as Mom-and-Pop or Main Street investors. 

What does this mean for the markets long-term?

In this episode, Malcolm Ethridge is joined by the one and only Chris Hill, host of the Motley Fool Money podcast by the Motley Fool. Malcolm and Chris give their respective takes on what could be the driving force behind this movement and whether they think it’s here to stay. They also discuss the ways in which social media has impacted the stock market and what they expect the lasting effects could be.

In this episode, we discuss:

  • The Motley Fool platform and the ways it has evolved   
  • Ways that professionals in the financial services arena can help to curb the irrational exuberance of new investors  
  • The renewed interest in investing by Main Street investors.
  • Chris’s advice for anyone getting started investing today  
  • And more!

Tune in to hear some advice from a seasoned veteran on how to be smart about making that first investment. 

Resources: | Malcolm Ethridge | Chris Hill | Motley Fool Money Podcast