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Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
 
Why invest? Doug Barnett from Waverton Investment Management looks at why we invest in certain asset classes, regions and financial products in a series of interviews with professionals from the industry. See acast.com/privacy for privacy and opt-out information.
 
This podcast is sponsored by Enceladus Capital, an investment management firm whose investment philosophy is inspired by the original 1950’s Buffett partnerships (Fair fee structure with 0% mgmt fee; 25% performance allocation over a 6% pa compounding hurdle). Please visit https://enceladuscapital.com for more details.
 
The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
 
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
 
Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the less obvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Disclosure: This content is for informational and educational purposes only and not intended as investmen ...
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
 
Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. Based in 13 locations across the UK and with an offshore presence in Jersey and Dubai, Quilter Cheviot offers a comprehensive range of investment services. Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust ...
 
Looking for an edge in the real estate investment market? Not sure which markets or market segments offer the best opportunities or which strategies to implement? You have come to the right place….Hosts Eric Odum and Steven Silverman blend decades of combined experience in the real estate investment market along with their expert guests covering topics in lending, investment strategies, property management and development…. giving you actionable investment ideas each and every episode you ca ...
 
Investment Uncut is a podcast about investing. Hosts Mary Spencer and Dan Mikulskis are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every Wednesday.
 
EisnerAmper podcasts are a great way for busy, on-the-go professionals to learn the ins and outs of timely business topics that matter: new tax regulations, cybersecurity, wealth management, capital investment and more. At home or at work, or during the commute or working out, EisnerAmper podcasts help you get down to business.
 
In a casual ‘conversational’ style, Bryce Holdaway and Ben Kingsley talk all things property investing in Australia. Each week they explore relevant and topical ideas in a fun and interesting way forming a complete guide to Property, Finance & Money Management. From which property to buy, structuring your loan, SMART Money Management habits, investing mindset, finding the right property investment strategy to tips for bidding at an auction, Bryce and Ben aim to share their knowledge with you!
 
The One Search team give their insights and opinions on the subjects that matter in Global Infrastructure financing and investment. One Search has been supporting Infrastructure investors since the very birth of the asset class, helping them build investment and asset management teams, IR/Fundraising capabilities and indeed world class management teams in their portfolio companies. Now they share their experiences on a range of topical subjects in the infrastructure sector today, often with ...
 
Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence ...
 
It took decades of work and sacrifice to get to where you are. Mike Lester and his team have a vested interest in helping you protect your lifestyle, health, and nest egg now and in the future of your retirement. Guarding Your Nest Egg Radio Mike Lester Kristen Charles © 2021 Talon Wealth Management. All rights reserved. Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a ...
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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!® Ell ...
 
Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and finance to come on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, and retirement, as well as new trends in investing that are not yet mai ...
 
Making It Happen with Henry Ammar is a podcast that will provide real-world insights to create an empowered life that you can wake up excited for. The podcast is a mix of the best speeches, interviews, and any important empowering thoughts I will record specifically to help you create a life you wake up excited for. It's time to fully live life making it happen the way YOU want it to! Henry Ammar, founder and CEO of MakeItHappen.Life, is an award-winning empowerment coach, an impact entrepre ...
 
The CM Group is a wealth management group that has been working with investors since 1985. We are deeply rooted in an evidence-based investment strategy, focusing on asset allocation and proper diversification so that you can get the most out of your free lunch. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach -Fear and Greed Degrade Portfolio Returns -Costs ...
 
Welcome to Hefren-Tillotson's Your Money & You. This is an information program sponsored by Hefren-Tillotson, meticulous wealth management since 1948. Our archive below enables to you to listen to past Your Money & You podcasts at your convenience. We hope you enjoy the shows.
 
Weatherstone Capital Management is an SEC Registered Investment Adviser and money management firm that utilizes active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock and bond market investments. Our goal is to provide investment programs that generate strong returns relative to the amount of risk that is taken. Past performance is no guarantee of future results. The opinions expressed in this podcast are t ...
 
The Property Hangover is a highly entertaining and enlightening show featuring the co-founders of YesiRent Property Management in Atlanta, Joe Watkins and Travis Cassell (also known as the YesiRent Boys). We discuss topics ranging from how to invest in real estate to how the golf swing relates to your real estate investment (seriously). Join us as we go on our journey of helping real estate investors from around the world collect rent, analyze deals and have a great time doing so. Property m ...
 
Welcome to ReSolve’s Masterclass podcast channel where we explore, from first principles, timeless investment wisdom that will help you maximize your long-term success. In an expansive sequence of focused lessons from goal setting, through the full investment opportunity set, to universal rules for portfolio construction, and advanced alpha generation, our aim is to offer you a a generalizable and coherent investment framework to revolutionize your approach to wealth-creation and conservatio ...
 
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show series
 
In this episode of Whole Life Stewardship Ashely offers his view on the current state of financial markets and their future, tips concerning fasting for health benefits, and the importance of faith on your health.저자 Ashley Hodge, Certified Financial Planner
 
➡️ Investment Forensics: Tools to Analyze your Portfolio ⬅️ Ed Butowsky, owner and operator of Chapwood Investments, is sharing this valuable free webinar with all of you! In this webinar, you will learn about Investment Forensics. What it is? How to use it? And who can benefit from it? Investment Forensics can help you make sense of your portfolio…
 
➡️ In this episode of Making Sense ⬅️ "Most people don't know how to properly evaluate their financial advisors. This is a direct quote from Ed Butowksy of Chapwood Investments. In fact, helping people understand how to properly manage and grow their wealth is a passion of Ed's. In this video Ed Butwosky breaks down the 8 simple metrics everyone sh…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments answers the one question everyone wants to know: when is the best time to sell your stocks? Ed never does anything halfway through, so not only is he telling you when to sell your stocks - he is laying out an entire checklist; so you can make the best decision for your wealth…
 
SUBSCRIBE & Stay Informed https://www.youtube.com/c/TheARMRRepo...​ Become an ARMR Insider: https://armrreport.com/​​​ Stock Market Investing Review: Precious Metals front and center - Central Banks are swapping US$ for Gold -Ratio of foreign debts outstanding to Gold sits at 5-6% Historically it avgs 20-40% -Basel III implementation will lead to r…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky has a warning for you. We're currently experiencing the most concentrated stock index of ALL TIME. What does this mean to your wealth management? The founder of Chapwood Investments explains. ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood Investments has h…
 
Zach has a market update and he discusses inflation. He is joined by Edwin Dorsey to discuss today's market. Join Zach for another Virtual Road Show on May 27. Sign up at www.knowyourriskradio.com. See omnystudio.com/listener for privacy information.저자 Bulwark Capital Management
 
Kenny Kasperbauer is a recent graduate from the University of Washington and also a Team USA Athlete for the Olympic sport Sprint Canoe. He has competed at numerous international events such as the World Championships; in addition to many domestic races including the U.S. Olympic Trials and eight National Championships. Some primary accolades inclu…
 
It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks. Send us your questions and you can be famous on our show. For more information, visit the show notes at https://moneytreepodcast.com/listener-questi…
 
The stock market gets all the attention but they are far from the only investment option. ➡️ In this episode of Making Sense ⬅️ Ed Butwosky of Chapwood Investments makes sense of the bond market. Shedding light on the types of bonds in the bond market and where the sweet spot is. ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed…
 
The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.…
 
On The Rental Property Hangover, we are giving you information direct from guys that have been in the rental home business for decades. Over the last 10 years, the rental business has significantly changed due to the huge presence of large private equity firms. They are your major competition as a landlord. Listen to this great episode to see how t…
 
Show hosts Dan Mikulskis and Mary Spencer welcome Richard Williams, CIO of RailPen, onto the show to have a conversation about investing like an open DB scheme. Richard started his career at LCP, which was colloquially known by his flatmate (who was also a trainee actuary) as Lane Clark and Paychecks…!We discussGood investing is about identifying y…
 
Just like you’d visit a doctor for a physical health check-up, the same applies for your MONEY health! In this episode we’re diving deep on The Four Pillars of Money Health — that is, the areas you must regularly monitor [...] CONTINUE READING The post Episode 337 | The 4 Pillars of Money Health appeared first on The Property Couch.…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky shares the one question every investor MUST ask their financial advisor. This catch 22 portfolio management question and the answer it elicits will allow you to get a better understanding of your financial advisor, their knowledge, and their limitations as your wealth manager. ➡️ About Chapwood Inve…
 
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to th…
 
Traditional yields are low, so how do we meet our funding obligations? We discuss: Rebalancing highly diversified portfolios to generate 3%-5% in excess returns The Diversification Ratio and maximally diversified portfolios The increased value of maximally diversified commodity sleeves Special advantages for non-institutional investors…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments sits down to answer questions about his new book. ( Details Below) He dives into the key concepts of the 8 Metrics every investor should use to properly evaluate their financial advisor. Knowing how to evaluate your portfolio and how to evaluate your financial advisor can hel…
 
The most diverse credit team in Infrastructure recruitment discuss the themes and issues in Infrastructure Debt compensation across Banks and Debt Funds. Also this week, what impact does MRT status have on a banker's compensation? And who were the real losers from Covid, bonus-wise?저자 One Search
 
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. As is often the case with sharp and curious minds, our guest this week traveled a meandering route through his career. While studying meteorology and public health in university, Eric Crittenden (CIO of Standpoint Asset Manag…
 
Am Wochenende hat das große Event für Investorenund vor allem Value Investoren stattgefunden: die Hauptversammlung vonBerkshire Hathaway, das "Woodstock der Kapitalisten", inklusive derReden von Warren Buffett und Charlie Munger mit anschließender Fragerunde.Diesmal alles online und nicht aus der Pilgerstätte Omaha, sondern diesmal ausLos Angeles. …
 
The verdict is well and truly in — when money is cheap, the world goes around faster. We’re basically seeing that show up now. The other important news is around inflation – and we’re going to see this word, “transitionary” [...] CONTINUE READING The post RBA May 2021 : When What Gets Better, Gets Better! appeared first on The Property Couch.…
 
➡️ In this episode of Making Sense ⬅️ Do you know what our national debt is? Ed Butowsky discusses the national debt in today's episode of Making Sense. What is our current national debt? Where is it going? And what does it mean for YOUR wealth management? ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood In…
 
The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down. There was a lot of press about the GDP number, how should you interpret the news? The market doesn’t necessarily trade-off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week’s market recap. See…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments discusses how the average stock is performing today! ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood Investments has helped countless high net-worth clients bring clarity and understanding to their portfolio management by targeting s…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, the owner of Chapwood Investments, reveals the CHIP score. CHIP stands for CHapwood Investment Portfolio score. It is a rating system Ed has developed to measure the performance and volatility. You can get your CHIP score at https://chapwoodinvestments.com/tools...​ ➡️ About Chapwood Investments an…
 
ARMR Investing Way: Providing investors with much needed information edge in today's highly volatile stock market. SUBSCRIBE & Stay Informed https://www.youtube.com/c/TheARMRReport​​ Become an ARMR Insider: https://armrreport.com/​​ Stock Market Investing Review: Time for the Cannabis Couch!! This week was a rollercoaster of Fed actions and Earning…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments shares the breaking truth about the shape of the market's recovery. It's important to have all the most accurate and up to date information. This video was recorded on September 23rd, 2020 and the market has likely changed since this recording. Visit chapwoodinvestments.com f…
 
Zach has a market update. His discusses the current state of the NASDAQ and explains why Tesla is no good. He is also joined by Marcos Bueno, Chief Investment Officer at Ascent Systematic Advisors. See omnystudio.com/listener for privacy information.저자 Bulwark Capital Management
 
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