LoweDown Blog
Ep 203: Leading a Growing RIA with Wealthspire CEO Mike LaMena
By: Jody Lowe; Mike LaMena; Andy Azinger Duration: 27:30 Jody Lowe, Lowe Group president and managing director, recently sat down with Wealthspire Advisors CEO Mike LaMena to discuss how the RIA’s success starts with client results but is also about employee development, added services/technology and a culture where everyone can grow and effective communications. Transcript MUSIC ["Brighter Day"] Jody [...]
A Changing Newsscape a Year into the Pandemic
As vulnerability and transparency became a theme and “casual" became the new corporate, the historic implications of 2020 and COVID-19 will resound for generations. In a socially distanced year, we grew closer to our computers, and social media expanded engagement with our now distant communities. Greater screen time increased the desire to explore new economic realms and had an unprecedented effect on trading and markets, with many Main Street investors waging their bets on Wall Street trades. A [...]
GameStop, Short Sellers, Hedge Funds, Robinhood and Main Street Investors– Reputation Winners and Losers
I have absolutely no skin in this game – I have never owned GameStop nor have I ever shorted a stock – it is still instructive to speculate about the reputation management strategies of the various players in last week’s astonishing events. An internet inspired mob orchestrated a short squeeze that led to a maddening crowd of Main Street investors buying up the stock of a fundamentally struggling company and forcing a comeuppance on Wall Street short sellers and [...]
Ep 202: How Faith-Based Investor Praxis Mutual Funds Used an Impact Report to Share Their Story (Part 2)
By: Katie Hinkfuss; Andy Azinger In the second episode of the LoweDown's two-part series on impact investing, Katie Hinkfuss, director, client management; media and social media specialist at the Lowe Group, spoke with Praxis Mutual Funds® manager of stewardship investing research and advocacy, Chris Meyer, for a deeper dive into the inaugural 2020 Impact Report. Duration: 24:16 Transcript MUSIC [...]
Ep 201: How Faith-Based Investor Praxis Mutual Funds Used an Impact Report to Share Their Story
By: Jody Lowe; Andy Azinger What does “real impact” mean? Jody Lowe, president and managing director of the Lowe Group, spoke with Praxis Mutual Funds® and Everence Financial® manager of stewardship investing, Stella Tai, and vice president of stewardship investing, Mark Regier, for a behind the scenes conversation on the creation of their 2020 Impact Report. Duration: 30:09 Transcript [...]