Shows / Albion Financial Group
Episodes
- Albion Financial Group
Fall 2026 Conference Call
Albion Financial Group is an SEC registered investment advisor. The information provided is intended solely for educational purposes and should not be…
- Albion Financial Group
Quarterly Letter – Third Quarter 2026
3rd Quarter 2026 – Quarterly Letter [PDF]Download Q3 2026 Quarterly Letter Introduction As fall settles in, this quarter’s letter considers how long-term…
- Albion Financial Group
Quarterly Letter – Second Quarter 2026
2nd Quarter 2026 – Quarterly Letter [PDF]Download FROM JOHN BIRD’S DESK Warrior Trading. The Trading Geek. Trendy Traders Academy. What do these…
- Albion Financial Group
Spring 2026 Client Conference Call
Albion Financial Group is an SEC registered investment advisor. The information provided is intended solely for educational purposes and should not be…
- Albion Financial Group
Quarterly Letter – First Quarter 2026
1st Quarter 2026 – Quarterly Letter [PDF]Download FROM JOHN BIRD’S DESK The April 2026 issue of The Atlantic has a piece by McKay Coppins titled…
- Albion Financial Group
Quarterly Letter – Fourth Quarter 2025
4th Quarter 2025 – Quarterly Letter [PDF]Download From the desk of John Bird It’s the time of year when nearly everyone with anything to do with…
- Albion Financial Group
Fall 2025 Client Conference Call
In the October 2025 Albion Financial Group conference call, leadership including CEO John Bird, President Liz Bernhard, and CIO Jason Ware kicked off with an…
- Albion Financial Group
Quarterly Letter – Third Quarter 2025
Quarterly Letter – 3rd Quarter 2025 [PDF]Download Introduction Welcome to our third-quarter update, where we reflect on the key events that shaped the…
- Albion Financial Group
Albion Financial Group Surpasses $2 Billion in Assets Under Management
$2 billion! While we do not measure our success merely by assets under management (AUM), we wanted to highlight this occasion by saying “thank…
- Albion Financial Group
Quarterly Letter – Second Quarter 2025
Second Quarter 2025 – Quarterly Letter [PDF]Download Introduction As the golden days of summer unfold, this letter’s contributors each offer thoughtful…
- Albion Financial Group
Albion Financial Group ranked one of “America’s Top RIAs” by FA Magazine
We are pleased to share that Albion Financial Group has been included in Financial Advisor Magazine’s America’s Top RIAs list for 2025. About the Ranking Each…
- Albion Financial Group
Five Smart Strategies to Maximize Your Retirement Income
Want to make your money last in retirement? Learn five smart strategies to maximize your income—including how to optimize Social Security, minimize taxes, and…
- Albion Financial Group
Should You Aim to Die With No Money Left? Bill Perkins, Hedge Fund Manager and Author, Explains Why
Bill Perkins’ Die With Zero challenges traditional wealth management by encouraging individuals to prioritize meaningful experiences over accumulating wealth…
- Albion Financial Group
Spring 2025 Client Conference Call
During last week’s conference call, our panelists – Jason Ware (CIO & Chief Economist), John Bird (CEO & Co-Founder), Anders Skagerberg…
- Albion Financial Group
Quarterly Letter – First Quarter 2025
As the snow melts and spring blossoms emerge, we close the books on a dynamic first quarter and look forward to the opportunities that lie ahead in this season…