Monthly Archives: February 2022

BluBrry Feature Image

Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market?

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to  discuss how you can separate noise in the market from events that may have tangible impact on the underlying economy. 

John, Michael, and Paul discuss:

  • Impact of Russia/Ukraine conflict on the stock market
  • The Build Back Better infrastructure bill
  • Tax raises and paying off the capital reserves 
  • Interest rates and inflation
  • And more

Connect with Paul Dietrich

Connect with John and Michael:

About Our Guest: 

Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.

BluBrry Feature Image

How to Choose the Right Trustee with David Warren (Ep.75)

When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be. 

In this episode, John and Michael Parise speak with David Warren, J.D., co-founder, and chairman of Bridgeford Trust Company about the challenges of picking the right trustee and/or trust company, and highlights the things you can do to make a better decision for your family. 

John and Michael discuss:

  • Conflicts of interest in trust planning 
  • Top tier trust jurisdictions
  • Modern trust law
  • Asset protection and its benefits
  • And more


Connect with David Warren

Connect with John and Michael:

About Our Guest: 

David Warren is the co-founder and chairman of the Board of Bridgeford Trust Company. With over 20 years of experience as an attorney in the financial services industry, David has a wealth of knowledge on working with ultra-high net worth families across the nation and around the world. As a leader at Bridgeford Trust Company he shapes the strategic growth and brand development. Outside of his roles at Bridgeford, David often speaks throughout the country and around the world on modern and progressive U.S. trust law, addressing several professional organizations and audiences each year.