Spinnaker Trust & CLMC, LLC Strategic Business Advisors: While 96% of business owners agree it's important to have an exit strategy, experts say only 13% have a current written plan in place – leaving too much unknown for what comes next. In this podcast, we’ll dive deep into succession planning, with a focus on family-owned businesses. We’ll uncover identifying readiness, finding prospective buyers, making your business more attractive for an offer, and how to seamlessly transition the hands of ownership.
2 Jul 2021
2021 Q2 Review
The crew is back to discuss what's on the mind of investors today: rates, peak everything and inflation.
28 Apr 2021
2021 Q1 Review
The crew breaks down 2021 first quarter: the one year anniversary of COVID lockdowns, market activity & what to expect in the second year following a recession. We discuss inflation and the great debate - growth vs. value.
4 Jan 2021
2021 Predictions
The crew breaks down what we learned from 2020 markets. They also cover today's most engaging topics: value vs. growth investing, predicting interest rates, modern monetary theory, and bitcoin.
12 Oct 2020
October 2020 - Q3 Review and Outlook
The crew is back with a timely market update to discuss inflation expectations, double dip recession concerns and of course, the election.
17 Jul 2020
2020 1st Half Update
17 Apr 2020
April 16, 2020
27 Mar 2020
Market Update March 26, 2020
19 Mar 2020
Market Update and COVID-19 Preparedness
Tim catches up with members of the Spinnaker team, Jessamyn, Maria & Amanda, to address the following questions:
1) Fiscal vs. Monetary Policy
2) Tax Relief
3) Spinnakers Response
11 Mar 2020
March 9, 2020
The team at Spinnaker Trust breaks down the recent market volatility.
13 Jan 2020
Spinnaker Trust 2020 Outlook
Jessamyn, Eben, and Tim reflect on 2019 market performance and share their outlook for 2020.
2 Dec 2019
Interview with Daniel Prince (CFA) of BlackRock
Jessamyn and Eben sit down with Daniel Prince, CFA Head of iShares at BlackRock.
21 Oct 2019
Quarter 3 Updates and Discussion
Quarter 3 Updates from Jessamyn, Eben, and Tim.
11 Oct 2019
Introduction to the Podcast
Meet your hosts and discover what you can expect from future episodes of Spinnaker Trust's From the Helm Podcast.
Reach and audience
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Apple Podcasts (US)
4.6 / 5
15 ratings
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