Iron Gate Financial Radio

This week, Brian and Brett dive deep into the rising tension around tariffs and the ripple effects they're having on the markets. With volatility back in the headlines, we break down what the best businesses in the world are doing during uncertain times—and what you should be thinking about as an investor. We also discuss a critical question: Do you really understand what it means to be an investor in the stock market? And finally, the debate heats up: Is Trump's economic plan a precision scalpel… or a blunt sledgehammer? Brian and Brett don't exactly see eye to eye. Here's to wise investing, Brett Pattison & Brian Hunsaker

The market is dropping at a pace we haven't seen since the Covid crash—and it's raising big questions for investors. So, what are we doing in response? Could it get even worse? And most importantly, how can we turn this into an opportunity? In this special episode, we tackle all of that and more. It's one you won't want to miss. Here's to wise investing, Brett, Brian, and Spencer Iron Gate Global Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Iron Gate Global Advisors and its representatives are properly licensed or exempt form licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Iron Gate Global Advisors unless a client service agreement is in place.

Fear is gripping the markets. A key fear gauge we track has just hit its highest level since 2022—when stocks were in a full-blown bear market. With uncertainty on the rise, how should investors respond? In today's episode, we break it all down: - Trump's tariffs – Should investors be worried, or is the fear overblown? - A buying opportunity? Fear often creates opportunity—but is now the right time to buy? We share the key indicator we use to gauge market entry points. - Why tariffs aren't all bad – The long-term economic and market impacts that most investors overlook. - Buffett's annual letter – Why it's a must-read for every investor and the biggest takeaways from this year's edition. With fear at extreme levels, smart investors know where to look. Tune in for insights that cut through the noise and help you navigate uncertainty. Here's to wise investing, Brett Pattison and Brian Hunsaker

In this episode, we take a deep dive into why President Trump is doubling down on tariffs and what it means for the markets and investors. While tariffs often spark short-term volatility, they are part of a much bigger strategy to protect U.S. national security and stop unfair global trade practices. We break down: - Why Trump is implementing tariffs. - How tariffs aim to level the playing field in a world where the U.S. has been taken advantage of for decades. - China's trade tactics - from currency manipulation to hidden subsidies - and how tariffs are a tool to fight back. - The market's reaction: short-term noise vs. long-term opportunity - What truly matters for investors - why great businesses win over time, regardless of trade policy shifts. We also break down the master plan that President Trump has for the country that really is no different than your individual strategy for investing. We hope it provides clarity on a confusing topic. Here's to wise investing, Brett Pattison & Brian Hunsaker Iron Gate Global Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Iron Gate Global Advisors and its representatives are properly licensed or exempt form licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Iron Gate Global Advisors unless a client service agreement is in place.

In this episode, we dive into the standout stories of the financial markets in 2024 and set the stage for what lies ahead in 2025. Here's what you'll hear: 2024 Market Recap: We break down the surprisingly strong 20% plus returns of the S&P 500, reflecting on how they exceeded expectations and what drove this outperformance. The “Magnificent 7”: We take a deep dive into the tech giants that dominated the market. These 7 companies currently comprise 33% of the S&P 500. Is this kind of market concentration good or bad or is it a bubble waiting to burst? 2025 Market Preview: We outline the three biggest risks for investors in the year ahead: 1. Higher bond yields and their implications. 2. Continued market concentration and its potential impact. 3. Policy shifts under the Trump administration and their influence on markets. Big Themes for 2025: Lastly, we discuss what we believe are the biggest themes for 2025. The AI revolution takes center stage as we explore its transformative effects on corporate earnings and broader economic trends. Whether you're a seasoned investor or just curious about the markets, this episode is packed with insights to help you navigate the evolving financial landscape. Tune in for a thoughtful discussion on where we've been and where we're headed! Here's to wise investing, Brett Pattison & Brian Hunsaker *All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee any investment strategy will achieve its objectives.

As the year comes to a close, it's time to take control of your financial planning and make the most of the opportunities available before 2025 arrives. In this episode, we're diving into five essential end-of-year strategies to help streamline your investments, optimize taxes, and plan for a financially sound future. We'll define and weigh the pros and cons of: 1. Backdoor Roth Conversions 2. Donor-Advised Fund (DAF) Accounts 3. Donating Appreciated Stocks 4. Qualified Charitable Distributions (QCDs) 5. Key Considerations for 1099 Employees Whether you're preparing for retirement, looking to maximize your charitable giving, or navigating self-employment as a 1099 worker, this episode is packed with actionable insights. Pair this advice with guidance from your CPA, and you'll be ready to wrap up 2024 with confidence. Here's to wise planning and a prosperous new year! Brett Pattison and Spencer Nelson *All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index. This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results. The S&P 500 Index or the Standard & Poor's 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.

The election is finally over—hooray! The political ads are gone, and the results are in: a red wave swept the Republicans into control of the White House, the Senate, and Congress.   But what does this mean for your investments? Is this political shift a blessing or a curse for the economy? And why does Warren Buffett, the Oracle of Omaha, still sit on an eye-popping $325 billion in cash?   In this episode, we dive into these pressing questions and more. We'll explore the election's impact on the markets, discuss Buffett's legendary cash hoard, and most importantly, uncover the greatest risk facing our country today—and why addressing it is critical for our financial future.   Whether you lean left or right politically, this podcast is designed to give you clear, actionable insights that help you focus on what truly matters: building and protecting your wealth. Here's to wise investing and a bright future, Brett Pattison and Brian Hunsaker *All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index. This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results. The S&P 500 Index or the Standard & Poor's 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.

The election is here and the rhetoric from both sides is louder than ever. In this episode, we cut through the noise and fear-mongering to bring you the insights you truly need. While there's much we can't predict about next week, there are key factors we do know—factors that could make a real difference for your financial future. Join Brian, Brett, and Spencer as they share their expert insights, make predictions, and reveal their strategic plan to help you navigate the election's impact and keep compounding your wealth. Buckle up—this episode is essential listening for any investor facing the uncertainty of election season. Here's to wise investing, Brett, Brian, and Spencer *All investing is subject to market risk, including the loss of principal.  Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives.  It is not possible to invest directly in an index. This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results. The S&P 500 Index or the Standard & Poor's 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.

The S&P 500 has reached unprecedented heights, achieving 30 all-time highs in 2024. But with the ongoing bull market, interest rate cuts from the Fed, and an impending election, should investors consider securing their profits? In today's podcast, we draw valuable insights from the timeless classic, "Reminiscences of a Stock Operator," the biography of Jesse Livermore, a legendary investor known for his spectacular successes and catastrophic failures. As we reflect on Jesse's remarkable journey, our Chairman, Brian, shares key takeaways. Using Jesse's experiences as a backdrop, we tackle crucial questions: - Can taking profits lead to financial ruin? - How should investors respond to the Fed's rate cuts: focus on overseas markets or small-cap companies? - What's behind Brian's unflappable calm in the face of market volatility? Here's to wise investing, Brett Pattison and Brian Hunsaker

What a year for the precious metal gold! It's returns, year-to-date, are almost double the S&P 500. With the coming apocalypse, is now the time to buy that shiny precious metal? Speaking of the apocalypse, I hear it's coming. If you ask people on the far left, a Trump presidency will cause it. If you ask people on the far right, a Kamala presidency will cause it. So apparently it's coming no matter what. In this episode, we discuss how this coming apocalypse impacts your portfolio. We also hit on gold and of course, football (because it's that time of year). We hope you enjoy it. Here's to wise investing, Brett Pattison and Brian Hunsaker

The NFL just signed off on allowing Private Equity firms to invest in up to 10% of a team. Why did the NFL owners agree to this? They want liquidity. They want cash. Their asset, an NFL team, is illiquid. Liquidity is one of the most undervalued characteristics in any investment. In today's podcast, Spencer and Brett discuss the importance of liquidity when investing. They dissect private equity, venture capital, and real estate as asset classes and why they may not be the best investment if people want cash. They also dive into the importance of investing with a “fiduciary”, someone that has your best interests in mind when helping you build your wealth. Here's to wise investing,  Brett Pattison and Spencer Nelson

The average return for the stock market since 1928 is 9.85%. In those 95 years, how many times do you think the market has ended the year between 8% and 12%? In today's podcast, we discuss how everyone's expectations of the market are often incorrect. (In fact, if you have any expectations, it's best to discard them altogether!) The stock market has experienced more years with returns over 30% than years with returns between 8% and 12%. We also discuss how the Iron Gate process helps us stay disciplined in both good and bad years. As investors, it's essential to sift through the noise and remain focused on building wealth. Let go of those expectations! We hope today's discussion helps you evaluate your past returns and look forward to future returns. Here's to wise investing, Spencer Nelson and Brett Pattison

Another year, another amazing Berkshire Hathaway annual conference. This year Warren Buffett recently made headlines after selling 10 million shares of Apple stock and building a cash hoard of $189 billion. In today's podcast we discuss: 1. Why Buffett sold 10 million shares of Apple stock. Is Apple doomed as a company as the headlines would make you believe? 2. What in the world do you do with $189 billion in cash? We also discuss one of Buffett's weaknesses (which he admits himself), and what we can learn from it. As well as technology, Boeing, AI, and much more in today's podcast. Here's to wise investing, Brett, Brian, and Spencer

In an election year, the media tends to emphasize market uncertainty, potentially leading to short-term thinking. Some fear a market correction, especially with recent NASDAQ gains, prompting thoughts to postpone decisions until after the election for clarity. What type of impact will the election have? Should it matter? What about Artificial Intelligence? Is now the time to invest? In this episode, we discuss the answers to these questions and add a little college sports into the mix. Here's to wise investing, Brett, Brian, and Spencer

Warren Buffet once said, "Someone's sitting in the shade today because someone planted a tree a long time ago." In this episode, we talk about three things you need to be aware of if you want to build wealth for your future.  1. Understanding the Stock Market:  What do you need to know to create wealth? 2. Choosing the Right Investment Accounts:  Do you know which accounts are best for you? 3. Trusting the Investment Process:  Do you have the right investment plan for you? The answers to these questions may surprise you. Here's to wise investing, Brett Pattison, Brian Hunsaker, and Spencer Nelson

The S&P is at an all-time high. Did you miss the chance to invest? In this episode, we discuss the psychology of investing, while debunking myths around market timing and valuation. It's important to embrace a long-term perspective and avoid the trap of trying to time the market based on short-term fluctuations. Here's to wise investing, Brett Pattison and Brian Hunsaker

What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market. Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic or political events typically leads to failure in the long run, especially considering the noise surrounding the upcoming 2024 elections. We're committed to our disciplined approach, focusing on owning businesses and not being swayed by short-term market trends. Here's to wise investing and a great 2024, Brett Pattison and Brian Hunsaker

If you're a regular listener, you know how much we admire Charlie Munger. Unfortunately, Charlie passed away on November 28, 2023. On this special episode, we talk about the FIVE ways Charlie Munger has influenced Iron Gate Global Advisors and us personally. After listening, we hope you feel the impact of Charlie Munger as well. Here's to you, Charlie, Brett Pattison and Brian Hunsaker

Iron Gate just celebrated our 24th year. Through these years, we've seen tumultuous times, such as the dot-com bubble burst of 2000 and the 2008 financial crisis. How do we navigate through these times? It comes down to a very important concept: who is steering the ship? Great business leaders are pivotal in steering their companies through rough seas and adapting to market changes. That's why buying companies with great leadership is one of our four criteria to investing. In this episode we explore the art of investing in a messy world, where proven businesses and smart CEOs are crucial. Here's to wise investing, Brett Pattison and Brian Hunsaker

The Wall Street Journal indicated that 26% of Americans now believe gold is the best long-term investment, up from 15% in 2022. There are plenty of advertisements encouraging you to rollover your retirement accounts into gold or even buy gold at Costco! So let's explore the surge in gold's popularity and tackle a pressing question: Is gold genuinely a wise long-term investment or something altogether different? In this episode; we evaluate the following: 1. Gold's Rising Favorability 2. Gold as an Investment 3. Historical Performance 4. Armageddon Strategy If you're intrigued by the allure of gold as an investment or an Armageddon safeguard, you won't want to miss this. Here's to wise investing, Brett Pattison and Brian Hunsaker

Have the rising interest rates affected you? How do these increases affect businesses? In this episode, we emphasize the critical importance of a company's financial health and its ability to navigate the challenges presented by rising interest rates. Through the lens of Apple, we showcase a company with a strong balance sheet and the capacity to seize opportunities, invest in other businesses, and return value to shareholders. By following our investment process, we can focus on high-quality businesses that not only survive during these times, but thrive. Sir John Templeton once stated, "The four most dangerous words in investing are: 'this time it's different.'" Well, we believe this time it truly is different.  Here's to wise investing, Brett Pattison and Brian Hunsaker

In a world bombarded by distractions, finding your focus can be like searching for a needle in a haystack. But fear not, because in this episode, we'll explore the invaluable role focus plays in every aspect of our lives. Focusing on your financial plan and goals is the top priority. Investors should not get too distracted by macroeconomic events or market fluctuations but rather concentrate on their individual financial plans and the fundamentals of the businesses they invest in. Where the focus goes, energy flows. Here's to wise investing, Brett, Brian, and Spencer

In this episode, we breakdown a recent memo by Howard Marx titled, "Fewer Losers, or More Winners?". We discuss three important ideas from this memo:  1. Risk Control vs. Risk Avoidance - the importance of understanding the difference between the two. 2. The Risk of Taking Too Little or Too Much Risk - the balance between taking risks and avoiding them. 3. Warren Buffett and Charlie Munger's Investment Approach - the similarity between their approach and our process which involves controlling risks, holding onto quality assets, and avoiding big losses to create wealth. Here's to wise investing, Brett Pattison & Brian Hunsaker

If you are a current client and are dealing with the TD Ameritrade/Charles Schwab Transition, this episode is for you. Brett sits down with our Client Services Director, Katie Sano, and dives into the frequently asked questions regarding the transition and how it affects our clients. Here's to wise investing, Brett Pattison & Katie Sano

In today's episode, we discuss disciplined investing, mastering your emotions, and thriving in the upward momentum of the market. We kick things off by analyzing the performances of the S&P 500 and NASDAQ this year, then discuss "window dressing". Ever heard of it? We're shedding light on this practice where portfolio managers adjust their holdings quarterly, and we're exploring the role of market psychology. Be cautious during September – a historically bumpy period for the market. But hold on, it's Fear of Missing Out (FOMO) time! We're getting into the nitty-gritty of the fear that surfaces when the market is on fire. Our advice? Don't let it sway your investment decisions. Patience and precision are key. We're here for the long haul, prepared for whatever twists and turns the market brings. Here's to wise investing, Brett Pattison and Brian Hunsaker

What a great start to the year! Despite the market performing well, ‘experts' predict new lows ahead, with the commercial real estate market expected to be destroyed, and some experts claiming the next bubble is in money market funds. Gloom and doom predictions are everywhere you look. So, how can the market be up given the negative sentiment? In this episode, we discuss just how the market is so positive with all the negativity we see and hear about daily. We follow Jay Leno's famous “headlines” segment as we discuss some of the dumbest headlines of the week. Lastly, we discuss how investors are should ignore short-term headlines and invest long-term as the tailwind of America continues to help grow businesses. Here's to wise investing, Brett Pattison & Brian Hunsaker

There are two distinct types of investors: the optimistic "This too shall pass" crowd and the fear-driven "This time is different" crowd. We highlight the encouraging year-to-date returns in the S&P 500 and NASDAQ to underscore that the end of the world has been postponed once again. The "This too shall pass" group are confident in the historical upward trajectory of stocks. On the other hand, the "This time is different" crowd might be tempted to sell during bear markets, a cardinal sin in investing. In this episode, we dive into the state of the stock market and explore these two types of investors. Here's to wise investing, Brett Pattison & Brian Hunsaker

"Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on Euphoria." - Sir John Templeton Retail investors (you) are becoming more bullish and eager to invest, whereas institutional investors (experts) still express pessimism. In this episode, we discuss the performance of different sectors, such as energy, consumer staples, technology, and discretionary, and how contrarian investing (going against the herd) can lead to better returns. Additionally, we'll touch upon the growing interest in artificial intelligence (AI) stocks and how we've already invested in companies involved in AI for several years. Remember, it's important to have a consistent investment process to own quality businesses and stay invested for long-term success. Here's to wise investing, Brett Pattison and Brian Hunsaker

Ever wonder what happens at a shareholder meeting? Not just any shareholder meeting, but Warren Buffet and Charlie Munger's Berkshire Hathaway meeting? Brian, Spencer, and Dan attended the Annual Berkshire Hathaway Shareholder Meeting in Omaha last weekend. In this episode, Brian and Spencer share some highlights and the future of Berkshire Hathaway. We hope you enjoy this small glimpse into the meeting and the business you own. Here's to wise investing, Brian Hunsaker & Spencer Nelson

At Iron Gate, we do everything we can to put the probabilities of making money for you on our side. Our process for buying the best businesses in the world helps put those probabilities in our favor. A few of the businesses that we love are still down 20 – 40% from all-time highs. However, (and here's where it's important to understand), those businesses are more valuable to today than when their stock was trading higher. Huh? How does that even make sense? In this episode we discuss two main topics: - What is the probability that 2023 will be a positive year? - How can a business (stock) be worth more today than when the stock was trading higher? After answering those questions, we then address the 25% guy. It's hard, especially after a bad 2022, to continue to be the 25% guy. (Listen to find out who the 25% guy is.) Here's to wise investing, Brett and Brian

In our recent conversations with clients, a question keeps coming up, “When should I reduce the risk in my portfolio?”.   2022 was a brutal bear market so the question makes sense. Every asset class was down, most in double digits. People are tired and frustrated with volatility.   In today's episode we answer the question, “When should someone reduce “risk” in their portfolio?”.   We also pose the questions:  - Do people understand what risk really is? - Is a less volatile portfolio really less risky? - What role does someone's goals play in this whole question? If there was ever a time to put a plan in place, it's now!   Here's to wise investing, Brett Pattison and Brian Hunsaker

Following a weekend of a few banks failing, we think it's important to inform you of what happened and its impact on you. There has been some wild speculation that has caused unnecessary fear across the country. In a special Sunday night podcast, we answer the following questions: - What happened to these few banks that failed? - Is this another 2008 style bank bailout? - What does it mean to you, as a depositor, at a bank? - What would happen if TD Ameritrade, Charles Schwab, or any other brokerage failed? Would you lose all your money? We hope this podcast educates, informs, and most of all, reduces any fear you may have with this weekend's craziness. Here's to wise investing, Brett, Brian, and Spencer

Thanks to the Fed (and inflation), interest rates have moved higher and faster than any other time in history. It truly has been a historic rise. Here's where we stand now – • 2-year treasury is now at 5.05% (1 year ago it was 1.68%) • 10-year treasury is now at 3.88% (1 year ago it was 1.94%) • a 30-year mortgage is now 6.8% (1 year ago it was 3.85%) As interest rates have risen, investors are now considering bonds, CD's, and treasuries more than they have in the last 10 years. But is that a good idea? In this episode, Brett and Brian each take a stance on buying these investments. Their stances may surprise you. So are bonds, CD's, or treasuries right for you? We provide information necessary to make the best decision possible. Here's to wise investing, Brett Pattison & Brian Hunsaker

Peter Lynch, one of the greatest investors in the last 50 years, averaged 29.2% per year from 1977-1990. It's one of the best investing streaks in history. In his writing, Lynch gives 10 rules for investing that are critical in compounding wealth over time. Lynch's transparency in his approach (and success) are why so many people try to mimic how he invested. In this episode, we share, define, and discuss these rules. Here's a few examples: - Ignore economic forecasts - Buy companies with competitive advantages - Let your winners run Some of these rules are easier said than done, which is why Iron Gate Global is here to keep you on track. Buckle up! We cover a lot of important ground in this episode.  Here's to wise investing, Brett Pattison and Brian Hunsaker

What would you do if you saw a crowd of people running away from something? You'd probably start running away yourself. Fear and survival take over and you take off! This common response in our brain, called the amygdala, is how we're hardwired to survive a crazy world. But is it always for the best? In this episode, we talk about how this herd mentality can lead you off a financial cliff. Compounding your wealth is to do the exact opposite of how your brain is hardwired. Listen as we discuss how to combat this response to help benefit you. As Sir John Templeton said, "Bull markets are born on pessimism...". Here's to wise investing, Brett Pattison and Brian Hunsaker

Peter Lynch, one of the best investors to live, averaged over 29% a year from 1977 – 1990. His track record is as good as there is for a 13-year time frame. Lynch was asked, “what's the single most important key to investing in stocks?” His response . . . well, that's what we talk about in today's podcast. Consider the following hypothetical returns: Microsoft + 628% American Express +955% If we told you that you could experience those returns (hypothetically), but you had to follow Lynch's “key to investing in stocks”, would you do it? (We hope you are saying yes!) For those wanting to compound your wealth, this is a MUST. We hope you enjoy it. Here's to wise investing, Brett Pattison and Brian Hunsaker

What a year 2022 has been for every market. Inflation and interest rates have caused havoc on stocks, bonds, real estate, and much more. So what is the market going to do in 2023? In this episode, we review 2022. What predictions did the "smartest people in the room" have going into 2022? And what happened to those predictions? We then discuss the predictions going into 2023, including our own. Will the bear market continue? What will interest rates and inflation do? Then, with that as a backdrop, we discuss how Iron Gate is going to manage money in 2023. Finally, we end the podcast with a game for clients of Iron Gate. We want YOU to forecast the December 31, 2023 closing price of the S&P 500. The winner, closest to the December 31st close, will receive a $500 Amazon gift card. As of this podcast, December 21st, the S&P 500 was trading at 3904. Here's to wise investing, Brett Pattison & Brian Hunsaker

FTX was one of the most popular companies in the crypto world. Tom Brady, Steph Curry, Kevin O'Leary, and Matt Damon are just a few of the names that were promoting this company. Then, in an instant, FTX was bankrupt and client money potentially gone. In this episode, we discuss the FTX saga. What happened, the fraud involved, and most importantly, what we can learn. There are certain things investors can do to ensure this doesn't happen to them. Here's to wise investing, Brett Pattison and Spencer Nelson

Today inflation finally ticked below 8%. While it's still too high, investors finally felt a little more confident buying stocks. The market soared on the news. In this episode, we discuss what impact inflation under 8% really has on the market. We also address interest rates and their move which have been historic. Can we finally see the light at the end of the bear market tunnel? Listen to find out. Here's to wise investing, Brett and Brian

As Halloween approaches, nothing has been scarier this year than the stock, bond, housing, and any other market. As scary and dark as it has been in 2022, there's a pretty good opportunity in front of you if you just turn on the lights. In this episode, Brian and Brett discuss how to prepare for the next bull market during a bear market. Brett learned something very important in 2007-2009 while he was working for a brokerage firm. He did the exact opposite in his portfolio than what Brian did for Iron Gate clients. As you listen to this important experience, you will learn how important it is and how to prepare for the next bull market during a bear market. Our goal is to help our clients in their journey to financial freedom.  Here's to wise investing,  Brett Pattison and Brian Hunsaker

Everything is down. Bonds. Stocks. Real Estate. Gold. Everything. The only things that have gone up are the essentials you pay for to live, which in a nutshell, is inflation! In this episode, we address some very important questions. Questions with answers that will calm the nervous investor. These are questions that have come directly from clients. We're guessing that you have had or have some of these same questions. Here's some of what we discuss: - How much further will the market go down? - What is the impact of raising interest rates on the economy? - What's on the other side of this bear market? And our favorite (or our clients' favorite) would you rather own cash, stocks, real estate, or gold? If you listen to one podcast in 2022, this is the one you need to listen to. We hope you enjoy it. Here's to wise investing, Brett, Brian, and Spencer

As market volatility and uncertainty continues, are you prepared to weather the storm? In this episode, we discuss the steps Iron Gate is taking to ensure our clients are positioned appropriately to not only protect their wealth, but continue to build for the future. Here's to wise investing, Brian Hunsaker and Spencer Nelson

What an exhausting year! The market can't seem to get any momentum. Everyone you talk to is pessimistic and afraid of the future. Pessimism is as high as it's been in history (or since they started tracking it). Here's a few reasons why the pessimism is so high. - The Fed raising interest rates - High inflation - The Ukraine war - China threatening Taiwan - Upcoming mid-term elections So, with all of that happening in the world right now, what is the market going to do? In this episode of our podcast, we discuss our forecast for the future. Here's to wise investing, Brett Pattison & Brian Hunsaker

We've mentioned options on this podcast in the past. Today's the day we dive in! Today, we discuss options and how they are used in the Iron Gate Portfolio. First, we discuss the goals of options. Why do we trade them in our portfolios? Then we dive in to the risks, rewards, volatility, and the potential pitfalls of adding options to a portfolio. We hope you enjoy this introduction to options. Here's to wise investing, Brett Pattison & Brian Hunsaker Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment. Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results. Options are not suitable for all investors as the special risks inherent to options may expose investors to potentially rapid and substantial losses. Past performance is not indicative of future returns. Information herein has been obtained from sources which we believe to be reliable, but accuracy is not guaranteed. For more information about this portfolio please contact Brett Pattison at 888-591-0334 or brett@igga.com.

There are many ways to invest. From day trading to swing trading to buying a stock because of a pattern you see on a chart. In this podcast, we discuss the evolution of Iron Gate's investing process. We share with you how we started out investing using popular methodologies, to how we invest now. For the first time in a podcast, we share our four criteria that makes a good investment AND reduces risk. Some of these criteria are common sense and some take hours and hours (hundreds of hours in some cases) to figure out. We hope this clarifies how Iron Gate not only invests, but how we are different than 90% of other firms. Here's to wise investing, Brett Pattison & Brian Hunsaker

Like a parent telling a young child to not touch the hot pan on the stove, there are certain things you should NOT do in a bear market. It's important for us, as fiduciaries, to discuss these things so YOU don't get burned. Fear (not a hot pan) is the main culprit that tempts far too many people to these two big mistakes. The ugly headlines, the balance of your accounts going the wrong direction, and the media's attempt to scare you to death, certainly do not help in trying to avoid making mistakes. Last week's podcast discussed the first big mistake. Today we reiterate that important concept and discuss big mistake #2. We hope it helps calm nerves and most importantly, gives you a game plan for navigating the turbulent times. Here's to wise investing, Brett and Brian

The million-dollar question (or maybe desire) that many investors have is "Has the market bottomed?" or "Can you time the market bottom?". In today's podcast, we discuss these very questions. Can it be done? And if it can be done, what difference would it make to my returns/wealth? We are living through the market's worst start to a year since 1970. Investors are not feeling great. This podcast will hopefully shed some light on whether bear markets even matter over time. Here's to wise investing, Brett Pattison and Spencer Nelson

Congratulations! You just made it through the worst 6 months to start the year since 1970. (I'm sure that's not the congratulations you were hoping for!) But seriously, you've made it through these 6 months and haven't done anything drastic that will destroy your long-term wealth. That does deserve a high five! In our podcast today, we took the three most asked questions from our clients to discuss. Here they are: 1. What is causing this big ugly bear market? 2. The impact of inflation on a portfolio (this will blow your mind). 3. What it will take for this bear market to end and a new bull market to start? We hope you enjoy this podcast and most importantly, we hope you have a great 4th of July holiday celebrating the greatest country on the planet. Here's to wise investing, Brett, Brian, and Spencer

What a brutal year. The market is in a bear market, inflation is raging, and a recession is likely on its way (if not already here). No good news to be found anywhere. So, what's next? In today's podcast we look at the last three times in history that we've had – High inflation Rising interest rates A bear market In our research we noticed an interesting correlation between inflation and the bottom of bear markets. This correlation is something to keep your eye on moving forward. We also discuss the duration and damage of bear markets and what investors should be doing while it's happening. Finally, we share the good news with you, which is, all bear markets are temporary, and there is a new bull market on the other side. Here's to wise investing, Brian and Brett Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment. Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions. Past performance does not guarantee future results. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor.

The market is down, inflation is high and investors are on edge. Talks of a recession are everywhere. In this podcast, we discuss whether or not we're in a recession right now. If we are in a recession, what changes should be made to your portfolio? We also discuss building a dream team of Tom Brady's and Jerry Rice's in your portfolio. We hope today's conversation helps calm nerves and provides guidance. Here's to wise investing, Brett and Brian

Humans are hard wired a certain way. The way our mind works allows us to laugh, love, have joy, experience pain, live, fight to live, and much more. The problem with the brain is that it's wired in a way that interferes with investing and making money. Often times our brain tells us exactly the opposite of what we should be doing. In today's podcast we discuss how your brain is your enemy. We share how making and losing money makes you feel and how you need to completely ignore those feelings. The more you understand about what lies in between your ears, the more profitable you can become. Here's to wise investing, Brian and Brett