『EWM INSIGHTS』のカバーアート

EWM INSIGHTS

EWM INSIGHTS

著者: Paul Bertrand Ellis CIMA®
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Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ellis Wealth Management, LLC Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC Reposts & Links ≠ endorsements elliswealthmanagement.net Ellis Wealth Management, LLC - “Invest in What You Love!"®© 2020 マネジメント・リーダーシップ リーダーシップ 社会科学 経済学
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  • The Investment of Fatherhood: A Classic Replay
    2026/06/17

    Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

    In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood.

    Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting.

    As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nurturing relationships with children. He argues that the true measure of wealth lies in the time spent with family, as involved fathers significantly enhance their children's emotional and psychological well-being.

    Staggering statistics reveal that children with engaged fathers are more likely to excel academically, avoid trouble, and pursue higher education.

    This involvement can dramatically influence a child's success, highlighting the critical role of emotional support and guidance.

    Paul also discusses fatherhood as a generational investment, likening it to managing financial assets. Just as investors nurture their portfolios, fathers must actively engage with their children to create a legacy that extends beyond material wealth.

    Takeaways:

    • Fatherhood represents a profound investment that significantly impacts children's emotional and psychological well-being.
    • Active fathers enhance their children's academic performance and reduce behavioral issues, fostering long-term success.
    • Just as financial portfolios require nurturing, so too do the relationships we build with our children.
    • The essence of true wealth lies in the time and presence we dedicate to our families.
    • Children of engaged fathers are statistically more likely to pursue higher education and achieve stable employment.
    • The legacy of fatherhood transcends material wealth; it is an investment in character and resilience.

    This Father’s Day, let’s celebrate the fathers committed to this noble and lasting investment.

    Additional Notes and resources have been attached below.

    Feel free to share this episode with those in your circle who are on a similar path of learning.

    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:

    INVEST IN WHAT YOU LOVE!®

    -----------------------------------

    Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

    References:

    Ellis Wealth Management

    https://www.elliswealthmanagement.com

    Michael Irvin

    https://www.michaelirvin88.com

    Wall Street Journal

    https://www.wsj.com

    National Center for Educational Statistics

    https://nces.ed.gov

    Lynwood Times

    https://www.lynnwoodtimes.com

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    15 分
  • Memorial Day Reflections - Classic Replay: The Value of a Life of Honor
    2026/05/21

    Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

    In this special edition podcast in honor of Memorial Day, we learn of the life, and impact of Hal Moore.

    A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond.

    His book, “We Were Soldiers Once…and Young”, a New York Times Best Seller became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.

    Hal Moore’s awards include:

    • The Distinguished Service Cross
    • Army Distinguished Service Medal
    • Legion of Merit
    • Bronze Star Medal with “V” Device
    • Purple Heart
    • Air Medal , and
    • The West Point Graduate Organization’s 2003 Distinguished Graduate Award

    Leader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.

    Additional Notes and resources have been attached below.

    Feel free to share this episode with those in your circle who are on a similar path of learning.

    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:

    INVEST IN WHAT YOU LOVE!®

    ------------------------------------

    The Mansions of The Lord

    United States Military Academy Glee Club

    To fallen soldiers let us sing

    Where no rockets fly nor bullets wing

    Our broken brothers let us bring

    To the mansions of The Lord

    No more bleeding, no more fight

    No prayers pleading through the night

    Just divine embrace, eternal light

    In the mansions of The Lord

    Where no mothers cry

    And no children weep

    We shall stand and guard through the angels sleep

    While through the ages safely keep

    The mansions of The Lord

    Songwriters: Nick Glennie Smith / Randall Wallace

    The Mansions of the Lord lyrics © Songs Of Wheelhouse

    Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstores

    Movie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0

    Memorial Day Letter to America’s Youth

    By Lt. Gen. Hal Moore on May 26, 2011

    https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/

    Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume.

    "What is your most important accomplishment?" He replied, "It hasn’t happened yet. My most important accomplishment will be when I cross that line at St. Peter’s gate and meet my God and my [wife] Julie."

    -Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/

    Companies mentioned in this episode:

    • Ellis Wealth Management: https://elliswealthmanagement.net/
    • Harvard University: https://www.harvard.edu/
    • West Point Military Academy: https://www.westpoint.edu/
    • New York Times: https://www.nytimes.com/

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    8 分
  • Understanding the Dollar and Global Markets: Currency 101 with Peter Boardman
    2026/04/07

    Welcome to EWM Insights where we focus and highlight HUMAN CAPITAL!

    In this episode, we explore the forces that shape the value of money, starting with the one currency that quietly influences almost everything: the U.S. dollar.

    From the prices you pay at the store to the way portfolios are positioned worldwide, the dollar is at the center of the global financial system. However, behind the scenes, currency markets are far less stable than most people realize—nearly 90% of activity is driven not by trade, but by speculation.

    We are joined by Peter Boardman, Portfolio Manager and Managing Director at Nuveen Asset Management. During our discussion, we break down what truly moves currencies, from interest rates and inflation expectations to geopolitical stability, and why these factors matter more than headlines.

    We also examine the relationship between oil prices and the dollar, and what that connection means for global growth, inflation, and investment strategy.

    Our goal is simple: to bring clarity to a complex system so you can better understand how currency movements shape the world around you and the decisions you make within it

    Additional Notes and resources have been attached below.

    Feel free to share this episode with those in your circle who are on a similar path of learning.

    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:

    INVEST IN WHAT YOU LOVE!®

    -----------------------------------

    Takeaways:

    • The value of a currency is primarily influenced by a country's economic situation, including interest rates and political stability.
    • A significant portion of currency transactions is driven by speculation rather than fundamental economic activities like trade.
    • The US dollar remains the dominant currency in global trade, accounting for a substantial percentage of foreign exchange transactions.
    • Higher interest rates in the US attract foreign capital, thereby strengthening the dollar compared to other currencies.
    • Commodities such as oil and gold are predominantly priced in US dollars, which impacts inflation and economic growth globally.
    • Investors should consider the implications of currency fluctuations on their portfolios, particularly with regard to international assets.

    Links referenced in this episode:

    • www.elliswealthmanagement.com
    • www.nuveen.com
    • www.cnbc.com
    • www.nikkei.com
    • www.greenwichassociates.com

    Peter Boardman manages the Nuveen International Value Strategy Fund focused on finding opportunities in non US equity markets.

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    31 分
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