Transitioning into a niche market can feel daunting, but for businesses looking to carve out a unique identity, it often proves transformative. Niche success requires precision, creativity, and strategic thinking—traits that Grier Rubeling, the founder of Advisor Transition Services, has perfected. With the holidays approaching and gingerbread house contests in full swing, Grier’s approach…

The landscape of mental health, particularly among younger generations, is shifting dramatically. Recent statistics reveal an alarming rise in mental health disorders among adolescents, with 20 percent of children and young people aged three to 17 in the United States experiencing significant mental health challenges. Similarly, in the UK, 20 percent of youth reported…

How much damage can big banks do to investors? To hear it from a JPMorgan insider, it’s the hidden stuff that hurts the most. In the latest episode of Untamed Ethos, hosted by Dr. Joshua Wilson, listeners and viewers are privy to an unflinchingly candid discussion with Robert M. Mennella, the author of “Heavily…

In the ever-evolving landscape of Wall Street, where does the line between survival and downfall lie for companies facing financial turmoil; is restructuring financial distress possible? If so, who are the saviors of Wall Street’s financial messes, the cleanup crews that tidy things up? These questions form the crux of the discussion on this…

Untamed Ethos, hosted by Joshua Wilson of United Ethos Wealth Partners, examines the philosophical roots of financial decision-making, offering insights into behavioral finance. This episode features expert Robert E. Brooks, Ph.D., CFA, a Professor Emeritus at The University of Alabama, discussing how worldviews and upbringing influence financial choices. Dr. Brooks, known for his work…

How can the convergence of conflicting scientific perspectives foster a more comprehensive understanding in research and academia, especially in an era where political and personal biases often cloud objective analysis? This question becomes increasingly relevant as we navigate the complex landscape of modern science and academia. Dr. Cory Clark serves as the Executive Director…

How does the pursuit of truth in academia and society navigate the complex terrain of gender bias, censorship, and the evolving dynamics of power and perception? In the latest episode of the Untamed Ethos Podcast, host Joshua Wilson, founder of United Ethos Wealth Partners, engages in a thought-provoking conversation with Dr. Corey Clark, a…

Recently, controversial affiliations and questionable economic paradigms surrounding the ethical practices of major financial institutions have made headlines. JPMorgan Chase, whose entanglements with the late financier Jeffrey Epstein led to a $75 million settlement in a sex trafficking lawsuit, rekindles the debate on the integrity of mammoth financial entities. In light of a climate…

In today’s rapidly evolving financial landscape, three colossal financial titans have emerged, leading a silent revolution and wielding unparalleled influence over the global wealth distribution. Why, in an era of decentralization and democratization, are we witnessing such a stark concentration of financial power? A recent study revealed that these three titans now control a…

In today’s rapidly evolving financial landscape, the importance of fostering a thriving community and driving culture change cannot be overstated. As we navigate the complexities of the modern financial world, the role of authentic community engagement becomes paramount. Why is this shift towards community-centric finance happening now? Recent studies indicate that companies with a…

Welcome to another episode of the Untamed Ethos podcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of “The Power of Inquiry: How to Ask Better Questions in Finance.” Joining us are esteemed guests Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of…

As we reflect on the Barbie Universe with Mattel’s recently released movie, it’s an era where the lines between children’s movies and adult humor blur, giving rise to discussions on whether contemporary cinema is pushing boundaries too far or simply evolving with the times. Recent research from the Motion Picture Association suggests that modern…

For a better perspective on the U.S. economy, looking behind the numbers for a proper understanding of where things stand is helpful. As Americans grapple with the shifting dynamics of its economy, a new narrative has emerged, challenging the collective understanding of where the economic heartbeat of our nation truly resides. People have grown…

DE&I, ESG practices, social media wars, and recent earnings of financial giants such as JPMorgan, Citigroup, and Wells Fargo create a vortex of activity ripe for discussion. In a world where social media platforms are battling for supremacy and big banks are releasing their earnings, the conversation around Diversity, Equity, and Inclusion (DE&I) and…

The disruptive landscapes of finance and social media lay bare new risks and rewards for industry professionals navigating these uncharted waters, including underestimated index fund risks, the influences of generative AI corporations like NVIDIA, and the rising tide of online trolling. An alarming trend that has necessitated this conversation is the growing dissonance between…

The landscape of marketing has evolved drastically over the past few years, largely fueled by technological advancements and the constant quest for relevance. A discussion about this evolution is timely as we witness the convergence of marketing trends and the wealth management industry. Additionally, attracting younger investors today undoubtedly requires the use of social…

Today, discussions about Environmental Social Governance (ESG), Corporate Equality Index (CEI), and Diversity, Equity, Inclusion (DEI) are becoming more prevalent in the corporate world. Yet, many question their validity and impact, as institutions grapple with integrating these initiatives into their overall philosophy. This discussion is crucial, considering that globally, sustainable investment assets stood at…

In a world where digital currencies and blockchain technology are revolutionizing the financial landscape, the traditional approach of passive index investing is being critically examined. As the global market cap of cryptocurrencies surpassed $2 trillion in 2022, investors are compelled to reassess their strategies. The question arises: Is passive index investing still a viable…

As the world of investing continues to evolve, it’s crucial for industry leaders to keep pace with the shifting landscape. One particular topic gaining traction is the divergence between stocks and bonds – an economic paradox affecting portfolios worldwide. Recent data shows that traditional investment strategies, like the 60-40 portfolio (60% in stocks and 40%…

As financial markets continue their unpredictable dance in 2023, one sector has found its rhythm: large-cap stocks, specifically in the NASDAQ, which has seen a surprising 27% growth this year. With a recent 3.5% weekly increase and a 6% rise over the last month, the market continues to be dominated by the big players, with…

As Gen Z begins to flood the global workforce, their unique work styles and expectations are becoming a point of discussion in the corporate world. This digital-first generation is rewriting the norms of the workplace, bringing forth new challenges but also innovative ideas. In the U.S., Gen Z makes up nearly 24% of the total…

Politicians seem to have some of the best performing investment portfolios which is why the BiPartisan Restoring Faith in Government Act was introduced to prohibit congress member stock market trading. The bipartisan bill is sponsored by GOP Reps Matt Gaetz and Brian Fitzpatrick alongside Alexandria Ocasio-Cortez, amongst others. On this episode of Untamed Ethos, host…

As one of the biggest stock exchanges in the U.S., and the world, NASDAQ is a very important and global stock trade. With over 3,000 companies indexed, a lot is at stake for the economy with its performance. Ultimately, that also means the strength of it heavily relies on other markets and how inflation impacts…

Dr. Russell Rhodes and Dr. Joshua Wilson discuss population drops in China and other developed countries, the banking crisis, demographic changes and differences in generations, the impact of artificial intelligence, and ESG. They touch on the decline in China’s population due to their one-child policy, leading to a scarcity of cheap labor and a shift…

In this episode of Untamed Ethos, Dr. Joshua Wilson and Dr. Russell Rhoads discuss the current state of the markets and the surprising resilience of stocks despite recent bad economic numbers. They also talk about the controversial decision by the First Lady to invite both winning and losing NCAA women’s basketball teams to the…

Join Joshua I Wilson, CMT, Founder of United Ethos, and Russell Rhoades, PhD, CFA on this premier episode of the Untamed Ethos podcast! Join the Untamed Ethos for authentic and entertaining conversations with investment pros, executives, and other experts about business, personal growth, investing, politics, and trending topics. Joshua Wilson is the founder of United…