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          • (Left to right) Samuel A. Liebman, his son, Matthew D. Liebman, and Aaron S. Marks left Merrill to launch Amplius Wealth Partners in Blue Bell, Penn.$6-Mln Merrill Team Breaks Away to Launch RIA in Pennsylvania
          • Armando A. Ureña (center), formerly a Wells Fargo Advisors managing director, was recruited by Snowden Lane Partners to join its office in Coral Gables, Florida.Snowden Snags Wells Fargo Int’l Broker Managing $360 Million in Miami
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          • Armando A. Ureña (center), formerly a Wells Fargo Advisors managing director, was recruited by Snowden Lane Partners to join its office in Coral Gables, Florida.Snowden Snags Wells Fargo Int’l Broker Managing $360 Million in Miami
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          • Merrill advisors Alpesh R. Patel, Matthew Birkett and Darren Siegrist moved to Rockefeller along with client associates Hai Dang and Chris Iwamasa.Merrill Loses $3-Mln Team to Rockefeller in CA, $2-Mln Group to Texas RIA
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          • opinion-investors-conquered-fees-next-up-is-their-own-behaviorOpinion: Investors Conquered Fees but Not Their Own Behavior
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          • 2021 PredictionsFrom the Publisher: Sirianni’s Predictions for 2021
          • Josh Rogers – 772×485Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth
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Kuderna

2/12/21 | Resources

What is Market Cap?

Kuderna Podcast

Pivot to Win with Jordan Babineaux

2/10/21 | Podcast

Jordan Babineaux played for nearly a decade in the NFL with the Seattle Seahawks and Tennessee Titans before becoming a…

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Kuderna Podcast

2021 New Year’s Resolutions- Manage Your Money

1/28/21 | Podcast

We kick off 2021 reviewing the top new year’s resolutions and where wealth management fits in.  Topics include budgeting advice,…

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Kuderna Podcast

Term vs. Perm Life Insurance

12/14/20 | Podcast

A discussion on life insurance, in particular how much is the right amount and which product is appropriate, comparing term…

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Kuderna Podcast

How to Think About Investing

11/16/20 | Podcast

We discuss two investor behaviors- casual thoughts versus beliefs, and how economic noise can affect each individual’s decision making process.…

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Kuderna Podcast

Interview with SUDC Advocate – Dr. Denise Wunderler

9/18/20 | Podcast

Dr. Denise Wunderler is a Cleveland Clinic trained doctor who serves as the team physician for USA Volleyball. She is…

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Kuderna Podcast

Retirement Planning – Part 3

9/8/20 | Podcast

A thorough look at the taxation of income, capital gains, and interest and dividends throughout history and its impact on…

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Kuderna Podcast

Finding Your Purpose with Gabrielle Bosche

9/3/20 | Podcast

  We discuss finding your purpose and passion in life with renowned millennial author, Gabrielle Bosche.  Bosche has been quoted…

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Kuderna Podcast

Retirement Planning- Part 2

8/12/20 | Podcast

We discuss the pros and cons of inflation and how fixed income asset classes have changed over time. Listen to…

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Kuderna Podcast

Building a Business with Shahrina Ankhi-Krol

8/6/20 | Podcast

I talk with Shahrina Ankhi-Krol, creator of MeetPreneur and founder of Ankhi-Krol Law about the future of entrepreneurship, small business,…

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Kuderna Podcast

The Economics of Policing with Dr. Donald Vandegrift

7/30/20 | Podcast

I discuss Black Lives Matter, Defund The Police, sanctuary cities, and other controversial issues from the standpoint of statistics and…

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Kuderna Podcast

Retirement Planning- Part 1

7/30/20 | Podcast

  We frame the retirement landscape and discuss key differences between the accumulation and distribution phases of investing. Listen to…

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