Up and to the Right

Russell Harris, Brian Ransom, and Ian Payne are back to discuss 9/11 and the impact it made on the United States. We reflect on what we remember from 9/11/2001 (00:55). The economic impact of 9/11 (08:59). New U.S. additions post-9/11 (22:35).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landscape of finance.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG's newest summer intern, Sarth (1:18). Brian's 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian's 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)?  How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning  (21:47).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and management for his real estate and referral partners in Destin, Florida. See what Patrick has to offer at https://homefi.us. Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today we have the privilege to talk with travel blogger and photographer, Malisha Mendis. Malisha has been to 43 countries and counting while balancing her career in the corporate world. As vacation season creeps up on us, we get into a few tips and tricks on saving for travel, how to make the most of your trips, and investing in memories instead of “things.” Check out Malisha's blog at shortgirlontour.com or DM her on Instagram, @shortgirlontour.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are back to discuss a looming word… “recession”. Brian's 2 truths and a lie deals with hypothetical recessions (0:50). Where we're at and where we're headed (07:18). How would a recession impact us? (24:05).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today we have the privilege to talk with Functional Medicine Practitioner and Board-Certified Clinical Nutritionist, Ryan Kennedy, as he addresses why you should invest in your health. Ryan Kennedy helps people improve their health through lifestyle and dietary changes. He works with entrepreneurs and busy professionals utilizing efficient & targeted approaches to maximize their performance, longevity, and quality of life. You can learn more about Ryan and what he does on his website, ryankennedyhealth.com, his podcast, “The Ryan Kennedy Show”, or his YouTube page, RyanKennedyHealth, or on Instagram, @ryanckennedy.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are back to give us a deep dive into how banks play into the current financial environment. How banks operate (0:42). An update on the SVB situation (11:04). The history of banks in the U.S. (17:13). How does this tie into inflation and a recession (26:53)?Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are back in studio with what's happening this week. Brian's trivia compares two different stocks (1:19). Our weekly market update discusses inflation and a bond vs stock comparison (5:15). The big question: Are you ready to retire (18:25)?Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are back in studio with what's happening this week. Brian's trivia deals with the reconstitution of indexes (0:40). Our weekly market update discusses oil prices (7:11). Have markets rallied since the beginning of 2023 (14:45)? How SWMG works with you (20:25). AI and technology in investing (26:45). We wrap-up with Super Bowl LVII talk (34:04). Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today we're honored to talk to Jonathan Bill (owner of SBS Accounting and Advisors) and Bruce Burkholder (manager of Robins, Eskew, Smith & Jordan CPAs.) They discuss a variety of tax season topics such as how to prepare (W2 and businesses), common big mistakes, and changes in filing for 2022 and 2023.SBS started in 2006 with a passion to help small businesses bring order and automation to their accounting processes. Since then, SBS has helped hundreds of small business owners do just that. Due to the virtual nature of their services, SBS can serve clients regardless of their location. The team at SBS is committed to living out their core values of integrity, quality, and love for others in all that they do.Robins, Eskew, Smith & Jordan traces its beginnings to 1980 when Herbert E. (Eddie) Robins III and Clair E. Eskew formed the firm of Herbert E. Robins, III and Associates with the mission of helping individuals and businesses with their tax and accounting needs. Over the past four decades, the firm has grown from one location on the south side of Atlanta to three locations serving the greater metro-Atlanta area. The firm that began with the vision of one man, now has nine partners and 30 team members. While RESJ has grown and technology has changed, our mission remains the same: helping clients reach their financial goals.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom kick off our first episode of 2023. Brian gives us two financial truths and a lie about 2022 (0:55). Our weekly market update discusses the impact of 2022 (3:51). Changes in 2023 contribution limits (15:55). The Secure Act 2.0 (19:52). Our football wrap-up (34:38).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom join us to wrap up our last podcast episode of 2022. We make the case for the bulls in 2023 (2:44). We discuss what can make a bear market in 2023 (16:50).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

We welcome back Russell Harris and Brian Ransom as our hosts for our first episode of December. Brian quizzes us on the most underperforming index (0:48). Our 2022 review of interest rates and inflation (06:31). 1970s and 1980s inflation vs. today (14:33). This year's market performance (19:45). Covid's lasting impacts (24:06). United States unemployment (26:52). War in Ukraine (28:22). An upcoming recession (30:50)? College football wrap-up (32:06).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Russell Harris and Brian Ransom are joined by managing partner of SWMG, Jim Sims, for episode #15. Brian gives us two truths and a lie on mortgage rates (0:50). Our weekly market update recap (03:24). Should I be worried about high inflation and rising interest rates (11:53)? We compare to high inflation and interest rates in the 70s and 80s (21:13). The guys talk about another wild weekend in college football (33:47). Who should we talk to next? Email: info@signaturewmg.comLearn more at signaturewmg.com

Russell and Brian are back in studio for episode #14. Brian Ransom gives us two financial truths and a lie about gold (0:56). Our weekly market update covers a crazy day in the markets on 10/13/22 (06:58). The guys discuss an article sent in by a listener (11:59). Our college football talk has both ups and downs (31:15).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

We're honored to have one of FuturePlan's Vice Presidents, John Benton, on today's Spotlight series. John breaks down options you may have when it comes to business retirement plans, explains a few common terms, and why it's important to setup retirement properly for your future.FuturePlan is a leading third-party administrator offering a full spectrum of creative plan design, strategic consulting, IRS and DOL regulatory compliance services, an actuarial practice and end-to-end plan administration for every plan. Not to mention, a technologically advanced national organization with the heart and soul of a hands-on business partner.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

We're honored to have Rob Petmecky and Shelly Donaldson on today's “Spotlight” series. They discuss the importance of estate planning, will-based vs trust-based planning, and some of the biggest takeaways of the process.Rob Petmecky is an estate planning attorney with over 20 years of tax and estate planning experience. Shelly serves as the Vice President and Business Development Officer based in Cumberland Trust's Atlanta office where she connects individuals, families and their financial, legal, and tax advisors with Cumberland Trust's high caliber trust and estate administration services.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

Arish, Russell and Brian are back in studio for episode #13. Brian Ransom gives us the true definition of a recession (3:19). They explain July's positive stock market despite a GDP decline (11:39). Our Signature Fact of the Week looks at how the job market has returned to pre-pandemic levels (20:40). The guys talk about what they're looking forward to in the sports world (24:09).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Our summer intern, Ian Payne joins the podcast today as Arish, Brian, and Russell discuss June's inflation report (3:10). Why is disability insurance important? (8:38). Our summer intern, Ian, highlights his intern experience. (25:16). We predict upcoming college football (30:29).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today's guest on our next “Spotlight” series is Wade Lester of The Real Estate Guy & Associates. Wade is a seasoned entrepreneur who, over the past 21 years, has started  and run several successful companies within various sectors of the real  estate and construction industry.  With personal experience as an  investor in both commercial and residential real estate, he has the  knowledge and experience to advise and educate clients about property  values and conditions.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

The group is joined today by Signature Wealth managing partner, Jim Sims. Jim explains what a bond ladder is (1:57). Brian gives an update on crypto performance, stablecoins and regulations (12:35). Russell talks about May's inflation report for our Signature Fact of the Week (29:44). We talk about what we've been watching in the media (33:09).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Our trio is joined today by Signature Wealth partner, Curt Mangold. Curt explains benefits of college planning and 529 plans (02:58). Brian breaks down April's inflation report (12:00). Our Signature Fact of the Week looks at a recent increase in hourly earnings for US workers (22:21). We talk about what we've been watching and hear some stories from Russell's history (27:09).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Today's guest on our next “Spotlight” series is Vance Brown, CEO of the Thrivers Leadership Institute as well as former 4-year CEO of the National Cybersecurity Center. In addition, Vance has founded and led multiple non-profits, authored a book telling his story and learnings as an entrepreneur, as well as been the CEO for three other software companies in his extremely illustrious career. Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

We're back with the original trio in the studio this week. Brian Ransom discusses some positive indicators that signal a healthy economy (3:53). Russell Harris breaks down some FAQs on Social Security (16:41). Our Signature Fact of the Week looks at the rise in mortgage payments (31:44). We talk about what we've been watching (35:55).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Our first guest on our new “Spotlight” series is Dan Nunney; a successful entrepreneur and investor as well as the founder and owner of Golf Cart Garage. He discusses how his business came into its current success and what he sees in its future. He also dives into some of his investing strategies including how he manages Bitcoin.  All outside guests of the Up and to the Right podcast are not affiliated with Signature Wealth Management Group and their opinions are their own and do not reflect the views of Signature Wealth Management Group.Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

This week we welcome Don Milich, Senior Vice President and Branch Manager of the Alpharetta Raymond James branch (00:12). We talk through the recent brief inversion of the yield curve (03:49). Don discusses how the financial industry has changed during his career (12:17). Our Signature Fact of the Week looks at the increase in US M2 Money Supply (18:31). We give our March Madness finals predictions and talk about the upcoming Masters tournament (24:36). 

Brian has returned from Mexico and the crew is back in the studio. We discuss the Fed increasing interest rates (03:03). Russell breaks down the concept of market timing (13:32). Our Signature Fact of the Week looks at the encroachment into bear market territory (20:42). The guys talk about the Braves, Tom Brady, March Madness and Formula 1 (23:14).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Managing Partner, Scott Bishop, joins the podcast to discuss the market reaction from the Russia/ Ukraine conflict (03:21). The group breaks down other historical geopolitical events and market reactions (06:05). Explanation of all S&P 500 corrections since 1950 (13:40). Russell Harris explains realized vs unrealized gains & losses (18:06). Our Signature Fact of the week looks at life insurance for American adults (28:18). We talk about what we're looking forward to in the media (33:54).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

The conflict between Russia and Ukraine is dissected from a veteran's point of view by our own Russell Harris, who served as a transportation officer in the US Army (02:46). Brian Ransom describes how it could affect the market (11:29). The group talks about the impact of inflation and breakdown CPI (13:40). Brian explains flexible vs sticky CPI (19:30). Our Signature Fact of the week looks at how a bond could have a negative return (29:49). Our favorite Super Bowl commercials are highlighted (33:45).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Welcome to February and congratulations to our newest CFA charterholder, Brian Ransom (00:36)! The Weekly Market Update compares a recessionary bear market to a standard correction (05:58). Russell Harris discusses property and casualty insurance (13:53). The Signature Fact of the Week is about January's market (23:57). The guys discuss the upcoming Super Bowl LVI halftime show. (27:41). Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

Our hosts are joined by SWMG founder and managing partner, Jim Sims, who dives into financial history. They compare today's market to the Dotcom bubble of the ‘90s, explain the importance of emergency funds, and present the Signature Fact of the Week. Stay tuned for the NFL wrap-up and what they've been watching. Learn more at signaturewmg.com.

Happy New Year! Arish, Brian and Russell start our year by discussing 2022 market predictions, 401(k) contribution changes, and the student loan moratorium. Stay tuned for the Signature Fact of the Week, This Day in History, and they wrap with football talk, TV must-watches, and Russell confirming his dad status.

Buon Giorno! Arish, Brian and Russell kick off our first podcast discussing what's new as we wrap up 2021. They talk Omicron variant, end of the year tax planning, Roth conversions, Signature Fact of the Week, This Day in History, and wrap with what happening outside of work.

Welcome to the Up and to the Right podcast; presented by SWMG. Join Arish, Brian, and Russell as they talk about what's new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.