Tag: Money

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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

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Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer.

In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian shares his approach to investing, what he believes 2023 has to offer, and some advice for nervous investors who want to pull their money out of the market completely.

Christian discusses:

  • The 2023 market outlook
  • A comparison of active and passive portfolio management 
  • What’s a cover call strategy and its benefits if done properly
  • His advice for nervous investors and reasons to stay invested
  • And more!

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About Our Guest: 

Christian Hyldahl, CFA®, is the founder and president of Varium Investment Partners. He has 27 years of portfolio management, investment strategy, and research experience across multiple investment styles and products under his belt. Christian is consistently a top portfolio manager in multiple equity categories. Christian is a chartered financial analyst and obtained his master’s of business administration from the Fuqua School of Business, Duke University. Before that, he attended the London School of Economics for their specialized program in international economics and asset management and obtained his Bachelor of Arts in English and History from Bucknell University.

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The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)

The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)

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We’ve all heard the phrase “money can’t buy happiness.”

The COVID-19 pandemic has made the relationship between money and happiness more daunting and adding social media to the mix only complicates the matter.

In this episode of the Trust About Wealth, John and Michael Parise sit down with learning specialist Aprajita Anand. Known as the “Teen Whisperer” to her clients, Aprajita unpacks the empowering and enabling side of money while detailing how the pandemic and social media have impacted families and children. 

Aprajita discusses:

  • Why money can’t cure all problems
  • Ways wealth can impact the relationship we have with our children
  • How the pandemic has affected the way families handle their wealth 
  • The role of parents when it comes to handling and controlling social media
  • The impact of remote learning on children’s social media use
  • The value of resources for families and children 
  • And more!

Connect with John and Michael Parise:

Connect with Aprajita Anand:

About Our Guest: 

Aprajita Anand is a learning specialist based in New York City. She graduated from Princeton University with a degree in Art History, a minor in visual arts, and took advanced courses in science and math. She has over a decade of experience working as a private tutor and coach and feels passionate about helping her students.

She works with a limited number of families each academic year, and propels her students to succeed, from elementary school to college, graduate school, and beyond.

Aprajita has a track record of increasing her student’s academic success (e.g. writing, math/science, test preparation); social and cognitive development (e.g. intrinsic love of learning, self-efficacy, confidence); and personal development (e.g. personal life plan, ethical code, leadership development). Her students get on a dramatically better trajectory for lifetime success.