Thoughts from the Ledge

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Send us Fan Mail With the market sitting near record highs, Ted Reagle joins the show to talk through what that actually means for investors and why it isn't a reason to panic. Ted explains why geopolitical shocks tend to rattle headlines more than long term corporate earnings, and why trying …

Send us Fan Mail How Jay Kish Evaluates Corporate Debt Description: Jay Kish returns for a deeper dive into how Grey Ledge sizes up a company's financial health before investing. He walks through what a strong balance sheet looks like, the questions he asks when a company takes on new debt or …

Send us Fan Mail In this episode, we welcome Jay Kish, Grey Ledge Advisors' new Chief Investment Strategist. Jay shares his path from a Providence College accounting grad to nearly three decades building an investment firm from the ground up, growing it from three people to a firm managing clo…

Send us Fan Mail In this episode of Thoughts from the Ledge, host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding private credit. While the asset class has gained massive popularity as an alternative to traditional stocks an…

Send us Fan Mail In this episode, we sit down with Mike Schulitz, who, at the time of recording, has just marked six months as President and CEO of Grey Ledge Advisors. Mike shares his 25 year path through financial services, from an actuarial internship to advisor roles at Lincoln Financial Group …

Send us Fan Mail A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the importance of having a financial plan — a roadmap that connects today’s decisions to tomo…

Send us Fan Mail Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.

Send us Fan Mail In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on productivity of the workforce and the influenc…

Send us Fan Mail Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward.  Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.