Jeff and Bruce talk to Shane Sideris of Synchronous Wealth Advisors about the recent craze over Treasury I bonds. They discuss whether the rising popularity of I bonds is due to inflation, and whether or not this investment is worth it in the long term.
Guest Bio:
Shane Sideris is on the team of advisors at Synchronous Wealth Advisors LLC in Manhattan Beach, CA. Shane Sideris has been working for 13 years in roles with increasing responsibilities for Synchronous Wealth Advisors LLC, Blackrock Investments LLC, UBS and UCLA. Shane Sideris has successfully gained the Series 63 license allowing them to perform the duties of an Securities Agent and work in California.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
