The Truth About Wealth

John Parise and Michael Parise

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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The Truth About Wealth

Episodes (140)

Sep 11, 2025 The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)
Aug 20, 2025 How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)
Jul 9, 2025 How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

The Truth About Wealth

Sep 11, 2025
31 minutes
57 MB

Markets are moving on more than just fundamentals. Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term volatility. You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global policy shape opportunities in the U.S. and abroad. What you’ll take away: How p...

The Truth About Wealth

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

John Parise and Michael Parise

00:00 -30:52