Nancy Daoud
She is a Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First.
Best podcasts with Nancy Daoud
Ranked by the Snipd community
Feb 10, 2026 • 25min
Nancy Daoud: The Changing Nature of Asset Allocation
Nancy Daoud, CEO of a private wealth practice with 30+ years in asset allocation and retirement planning. She discusses how technology reshaped portfolio construction. She contrasts questionnaire risk answers with real behavior. She outlines longevity-driven planning and a three-bucket income approach. She explains using alternatives as downside guardrails and the role of education to keep clients on track.
Sep 25, 2024 • 37min
US Mortgage Rates Fall Again, Israel Widens War
Stuart Paul, a US Economist with Bloomberg Economics, highlights the recent drop in mortgage rates and its impact on refinancing opportunities. Bobby Ghosh, a Senior Editor at Bloomberg News, discusses escalating tensions in the Middle East, particularly the Israel-Hezbollah conflict. Nancy Daoud, a Private Wealth Advisor, provides insights into market dynamics and investment strategies. Daniel McGahn, CEO of AMSC, shares the company's growth amidst renewable energy demands, while Michael Cuggino focuses on portfolio management in the current economic climate.
