Podcasts about investment strategies

Despite a strong job market and low unemployment, 37% of Americans say their personal finances have gotten worse in the last year, according to a new NPR/PBS/Marist poll.

Despite a strong job market and low unemployment, 37% of Americans say their personal finances have gotten worse in the last year, according to a new NPR/PBS/Marist poll.

How do you choose to invest in yourself? Is it when you have the time and money? Yeah, that's the WRONG time. It's when you are struggling that you need to spend time and money on yourself. Sound backwards? I know. But it's not.  I explain it all in this podcast. -Sari   Register for the FREE training, 3 Powerful Strategies to Help Read a Juror's Mind at https://sariswears.com/live

This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others' mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel's leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement' and it's an amazon best seller.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant's library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

For today's episode we talked to Michael Fordham. Michael has over 20 years of real estate and banking experience.  Michael practiced corporate and securities law for 18 years with investment banks JPMorgan Chase & Co. (New York City) and Credit Suisse, A.G. (Zurich, Switzerland). Michael founded Silverado Lending as a part of his passion for real estate. He enjoys helping other investors grow their businesses.  Michael has syndicated multiple New York City multifamily property investments and has ‘BRRRR-ed' single-family homes, land, and multifamily properties. Michael Shares his key ideas that led him to real estate and founding Silverado Lending. He talks to us about how his experience as a securities lawyer and being risk averse has helped him establish his current business. Tune in and don't miss this episode!  For today's episode we will cover:  [ 00:00 - 09:56  ] Guest Intro: Michael FordhamMichael's backgroundFrom the equities market to looking at alternative assets like real estateHaving alternative assets to hedge against downside risks  [ 09:56 - 18:20  ]  Hesitancy in stepping out of the world of equitiesPoint where you realized this is my new career pathRisk aversion and its influence on your businessA little bit more about Silverado Lending [ 18:20 - 33:07 ] Borrower selectionOne of the big risksInvesting thesis and what's on the horizonOther hedges in place to protect yourself and your risk in transactionsNot in a circumstance where you can afford to let the market cure youWhat's in the future forecast [ 33:17 - 34:42 ]  Rapid fireWhat do you like to do for your continued education to further your investing?What was that one defining moment of time or events in your investing career that changed your trajectory?What advice would you give to the listeners to help them grow their businesses Tweetable Quotes:   Connect With Guest:Website: https://www.silveradolending.com/LinkedIn: https://www.linkedin.com/in/michael-fordham-b127092/  SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.bateyBrian AlfaroLinkedIn

Do you want to learn email marketing best practices?In this episode of the Happy Hustle Podcast, I have my man, Mike Geary, the founder of Irollie Marketing and Paleohacks. Mike talks about email marketing, entrepreneurship, and regenerative agriculture.Mike has been specializing in direct response marketing and media buying since 2008. He's grown Irollie Marketing into the powerhouse it is today.He's also been a certified fitness and nutrition expert for over 12 years. An avid sportsman, Mike enjoys all aspects of mountain living, from all-terrain skiing in the winter to hiking and biking in the warmer months.If you are ready to kickstart your email marketing to grow your biz, reach out to Mike and his team at https://irolliemarketing.com/ or email amanda@irolliemarketing.com In this episode, we cover:[00:26:45:13] Build an Email List that Converts[00:29:36:26] Are You Treating Your Business as a Charity?[00:40:02:18] Email Marketing Hacks You Should Know[00:59:00:08] Importance of Regenerative Agriculture[01:02:36:00 Happy Hustle Hacks [Health, Money, Entrepreneurship, Spirituality][01:24:03:01] Rapid fire questionsWhat does Happy Hustlin mean to you? Mike says living the dream lifestyle that I want to live for.Connect with Mikehttps://www.facebook.com/michael.geary.501https://www.instagram.com/michael.geary.501/Find Mike on his website: https://irolliemarketing.com/Get your Paleo for Beginners Guide & 15 Free recipes here: http://blog.Paleohacks.com/sqConnect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featuredGet a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustlebook.com/Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course http://www.thehappyhustle.com/JourneyApply to the Montana Mastermind Epic Camping Adventure https://caryjack.com/montana“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode sponsorIt's hard to overstate how important magnesium is for all aspects of our health. Almost everyone now talks about how critical Magnesium is for us, Dr. Hyman, Andrew Huberman, all of the health industry authorities, and doctors. There is a long list of symptoms and diseases that can be eased or even treated with magnesium. In fact, way back magnesium was a critical element. Doctors used magnesium for all kinds of conditions, from arrhythmia to constipation, to preeclampsia, and even seizures. For some reason, now doctors use it as a last resort and put patients on high doses of Magnesium if they are at risk of premature labor, seizure, and other very serious conditions.It's really essential to our health and our wellbeing. This is a huge problem because magnesium deficiency can increase your risk of all diseases and keep you from performing optimally. We shouldn't wait until we are Magnesium deficient!And even more critically, there's not just one type of magnesium. There are seven different types that we need in order to ensure both our health and vitality remain strong.  Fortunately, BiOptimizers has the solution. Their Magnesium Breakthrough supplement is the only product on the market with all seven types of magnesium. And it's specially formulated to reach every tissue in your body to provide maximum health benefits. BiOptimizers Magnesium Breakthrough gives you access to the full spectrum of magnesium, which can dramatically improve your overall health, from reducing stress to improving sleep and boosting your energy levels. Right now you can try BiOptimizers, magnesium breakthrough and any other BiOptimizers product for 10% off, just go to www.magnesiumbreakthrough.com/hustleDon't wait to be deficient, start taking the best magnesium and improve your wellbeing right now!. Just go to www.magnesiumbreakthrough.com/hustle

Listen to the latest episode of Joining Me Now as Rob and Chad discuss the importance of navigating through retirement with health in mind, financially, and for your mind and body. Next, Rob shines a light on the importance of separating the social climate from your investment strategies and how failing to do so can increase the likelihood of missing out on some of the best opportunities. Get the latest info on all aspects of retirement. Listen now! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind. Read the Article: https://www.henssler.com/deviating-from-an-advisers-recommendations

Michael Broughton is a 20-year-experienced sports consultant specialised in tech, finance, investment and data and has been keen enough to accept our invitation to our new LeCorner episode.   Michael has occupied senior management roles giving him a unique perspective on the executive capabilities of the sports sector. He has worked closely with clients like Manchester United, Chelsea, Arsenal, Liverpool, The FA, and Honda Racing F1, amongst others. From 2018-20 Michael was also leading the Technology and Investment Strategy at FIFA. During his discussion with Samuel Westberg, he shared an insightful analysis of how sports organisations should consider investing in specific departments to develop new revenue streams and further enhance their activities.  From the Web3 opportunities to data, Michael delivered an excellent overview of where sports organisations can invest in the following years and the most common factors holding them back.  Timeline of the episodes:  - Micheal's journey in the sport industry  - His very first memory of sport  - The evolution of sports consumption in recent years - What are the business opportunities of this new consumption of sport? - Create a new loyalty programme through the Web3  - Rethinking sports organisations' business model via innovation investment If you had good time listening this episode, do not hesitate to support us: 1. By subscribing, it's just a small click

How times have changed. It wasn't many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall Streeters and other financial lights was lower prices that might actually decline more and turn into that monster known as deflation. The thought conjured up nightmarish scenes of bread lines and bank runs. Ever since the global financial crisis of 2008 and especially since the Covid pandemic, central banks and governments around the world have pulled out all stops to prevent such an occurrence. And guess what? It finally worked. After declining since the early 1980s, inflation has roared back to life, recently hitting 40-year highs. But no one is celebrating. In fact, now central banks around the world have declared war on inflation, and Federal Reserve Chairman Jerome Powell is leading the charge. The Fed has dramatically raised the federal funds rate several times this year, with more action to come. This week's guest has long been an avowed enemy of inflation and an outspoken critic of the Fed's inflation-boosting policies. How is he feeling now? He is financial thought leader James Grant, the Founder, and Editor of Grant's Interest Rate Observer. Grant is also the author of 9 books. Several are financial histories, including the prize-winning The Forgotten Depression: 1921: The Crash That Cured Itself. Grant will discuss the Fed's about-face on inflation, the battle it faces to bring it under control, the implications for financial markets, and two investment ideas for this new investment era. WEALTHTRACK #1912 broadcast on September 16, 2022 More info: https://wealthtrack.com/inflations-damage-financial-consequences-investment-strategies-with-historian-james-grant/ In his WealthTrack interview and a recent issue of Grant's Interest Rate Observer Jim Grant highlighted the small-cap equity fund Palm Valley Capital Fund (PVCMX) which holds mainly cash “awaiting the return of valuations at which an unbending, unconventional, uncompromising, value-seeking investor can put other people's money to work”. Grant also recommended reading the firm's quarterly letters to shareholders, “some of the best and wittiest financial-markets commentary on the web.” Here is a link to the firm's most recent missive. https://www.palmvalleycapital.com/fundletter Bookshelf: The Trouble With Prosperity: The Loss of Fear, the Rise of Speculation, and the Risk to American Savings: https://amzn.to/3ds0azQ Money of the Mind: Borrowing and Lending in America from the Civil War to Michael Milken: https://amzn.to/3qGuSIK The Forgotten Depression: 1921: The Crash that Cured Itself: https://amzn.to/3RQixO9 --- Support this podcast: https://anchor.fm/wealthtrack/support

The JREP (Japan Real Estate Experts Panel) gets together to discuss the differences between how investors and owners-occupiers view renovations, how they affect rental income and tenant profiles - and what exactly is the investor mind-set, anyway? (Also - announcing the JREP's first seminar in Tokyo - coming soon!)

Speakers:George Mateyo, Chief Investment Officer, KeyBank Investment CenterBrian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:10 – Review of key economic data 02:04 – Stock market observations and impact of August's inflation print 05:32 – Outlook for the Fed tightening cycle 13:22 – Portfolio construction ideas and new tools to consider  Additional Resources: Register Now | Navigating Financial Planning Amid National Call

Everybody wants to get wealthy, but how can you do so with the least amount of risk? Kishor, a venture capitalist, tells us about his experiences founding hedge funds, a crypto exchange, and a DAO VC. Along with profitable investments, risk-reduction strategies for crypto investors, and where to find the greatest investment options. Enjoy!

Tim and Jeff interview Miguel Rios, a product specialist and research strategist with Blue Rock about the Total Income and Real Estate Fund. Takeaways The fund is set up for income and capitol appreciation. In its ten year history, the fund has paid a quarterly dividend averaging 5.25% annual interest It primarily invests in real estate of all kinds, commercial and residential The main differences between this fund and typical mutual funds concern the amount of illiquid securities it can invest in – 95% as opposed to 15% in a typical mutual fund – and also features regular intervals for liquidity, as opposed to the daily liquidity found in regular mutual funds

Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, shares his view on the EU's proposal to ride out its energy crisis, and how much it will impact its economic outlook.See omnystudio.com/listener for privacy information.

Ian Ayres is an economist, a lawyer, and the William K. Townsend Professor at Yale Law School. He has written for the Wall Street Journal, New York Times, Financial Times, Slate, and The New Republic, and his research has been featured on PrimeTime Live, Oprah, and Good Morning America. Barry Nalebuff is the Milton Steinbach Professor of Economics and Management at Yale School of Management. He is the author of fifty scholarly articles and multiple books—including Co-opetition and The Art of Strategy—and is the cofounder of Honest Tea. Wikipedia: https://en.wikipedia.org/wiki/Ian_Ayres & https://en.wikipedia.org/wiki/Barry_Nalebuff Website: http://www.lifecycleinvesting.net/

We get together with the Japan Real Estate Experts Panel (JREP) to talk smart homes, monitoring systems, AirBnb & short term stay guest experience enhancements & other technological wonders!

Inflation is a significant economic problem right now anywhere around the globe. To learn ways to address this, tune in to this episode of Purpose-Driven Wealth with your host, Mo Bina, and guest Mathew Owens. As a former accountant and an experienced property manager, Mathew shares ways to protect your purchasing power through various forms of investments. He also talked about utilizing tax strategies to build long-term value from Real Estate. Outline of the episode: Paradox of how losing everything was the best thing that happened to him Mathew on reducing tax liability Cost Segregation Studies Holding wealth long term vs. selling them Investment Strategies to utilize to hedge against loss of purchasing power Finding ways to decentralize and be more self-reliant and so much more! About Mathew Owens:   Mathew Owens (Chief Executive Officer) earned his B.A. in economics with emphasis in accounting from University of California, Santa Barbara and has been a certified public accountant since 2002. Mathew bought, renovated and sold or held over 700 single family properties having 10+ years of experience in property management and 15+ years of experience in taxation, auditing and real estate. Mathew is currently buying 5+ single family rental properties per month, acquiring and operating value-add multifamily properties. He is a private lender with over $10M lent in multiple markets across the U.S. and has raised over $75 million in private investor capital. He currently owns over 130 units in Memphis, TN, Atlanta, GA, and St. Louis, MO.   Follow Mathew Owens on:   Website:          https://www.ocgcapital.org/                         http://ocgproperties.org/en/home-default/   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram:      https://www.instagram.com/highrisecapital/       For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index        

Stefan Tsvetkov is the Founder of RealtyQuant (www.realtyquant.com), a company that brings data-driven and quantitative techniques to the real estate industry. On a mission to add massive industry value through education, investment, technology, and analytics. Financial engineer turned multifamily investor, analytics speaker, and live webinar host. Stefan & I chat about-Stefan's inclination towards data- Investing in high entry barrier markets - Predictor of price decline- Effect of sentiments on the market price- Key Indicators to map out whether a market or deal would be worth investing in- Investing with respect to market cyclesConnect with StefanLinkedin: https://www.linkedin.com/in/stefantsvetkov Instagram: stefantsve Twitter: StefanTsv Real estate market valuations data at: https://www.realtyquant.com/analytics A data-driven real estate investing course at: https://www.realtyquant.com/academyInvest with us: https://www.realtyquant.com/investIf you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, subscribe!The Real Estate Vibe Show!Follow us @:https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba

Is buy-and-hold investing the right investment strategy? This and more is what we will discuss in this week's episode #113. Follow us on the Dividend Talk Facebook group: https://www.facebook.com/groups/dividendtalk

Speakers:Ather Bajwa, Director of Fixed Income Research, KeyBank Investment CenterStephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment CenterBrian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:32 – Review of key economic data 02:42 – Mild market rally and what it means for investors 05:58 – Fed speak this week 12:14 – Why investors should consider Treasury Inflation Protection Securities (TIPS)  Additional Resources:Key Questions: Can Treasury Inflation Protection Securities Help Guard Against Inflation?

FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd.   Visit http://www.pathtorealwealth.com Episode 48-Investment Strategy for Wealth Creation with The Market Wizard Tom Basso Note: Watch our conversation on my YouTube channel, The Market Call Show https://youtu.be/ExVRHyiJ_lg&list=UUZZBFVZq3wIkZtToH-StTYw Are you able to sit back and enjoy the ride the stock market is taking us on? This week, I had the amazing opportunity to interview The Market Wizard, Tom Basso (aka Mr. Serenity). Tom is a retired market strategist and author of an upcoming book called All Weather Trader.  We chat about his strategies for approaching the market with an informed, calm, and cool process.   Next week, I'll share with you how successful investing is best accomplished through a process that takes into account three guiding principles set around your financial goals.  In This Week's Episode, You'll Hear: • Tom Basso's start in the industry and how engineering influenced it • The Independent Thinking Process • Managing Risk vs Attacking Risk • Extreme Diversification • Risk Tolerance and Market Volatility   • Basso's New Book, The All-Weather Trader • Hedging and ETF's P.S. You may have noticed...the podcast is now in both video and audio format.  For best viewing, please watch on my YouTube channel here ◀︎ I'd love to work through some of your financial questions, tackle the hard stuff, and dive into solutions.  If there is a topic you would like to have me work through in a future episode of The Market Call Show, please email it to me at hello@louisllanes.com, for a chance for it to be featured on another episode!

Passive multifamily investing provides wealth building opportunities for individuals in all lines of work. This includes doctors and healthcare professionals who often work well over 40 hours a week and may not have time to actively research multifamily deals. Today's guest, Dr. Pranay Parikh joined the show to discuss his multifamily investing strategy, and how he helps professionals find ideal multifamily deals with compelling returns. Show notes: https://multifamilyinvestor.com/2022/09/pranay-parikh-051/

David Linthicum, chief cloud strategy officer at Deloitte US, digs into how enterprises can have a more purposeful cloud investment strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Preferred Equity is a unique strategy that is typically only available to those in the institutional world or in opportunities where you're investing with a much lower return percentage. In this episode, Steven will talk about the different types of preferred equity, what that looks like, what the benefit is, when it makes sense to invest in preferred equity and why and when it makes sense to focus on common equity.Key TakeawaysPreferred equity is a unique hybrid investment strategy that combines debt and equity and provides downside protection while providing a preferred return to investors.It's the first time in over a decade that it's made sense to focus on the preservation of capital over exclusively focused on appreciation.It's important to look for opportunities that have a good risk-adjusted return to get that same place from a cash flow perspective.We're in a current market where the economy overall is performing quite well. The real problem that we're dealing with today is that we've put a lot of money into it and we're seeing inflation. Resources MentionedLearn more about Preferred Equity and Anti-Inflation Strategies at https://vonfinch.com/prefInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

Looking to get in on the crypto action? It's not too late. With James C. Reid's eBook, you can learn how to invest in crypto and what you need to look out for. Visit https://regenesisglobalinc.com/crypto-ebook/optin (https://regenesisglobalinc.com/crypto-ebook/optin) to get your copy.

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client's appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ. Key Highlights: [00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market Volatility The financial mistake people with large portfolios make Protecting your portfolio from a volatile market In saving and investing, consider your age, and the market conditions Volatility is different from risks. Risk is when there's a permanent loss of capital .[09:32 - 19:00] Investment and Portfolio Management Holistic wealth planning can enhance your share portfolio than stock picking Work with brokers that can effectively manage your taxes and rebalance your portfolio to your advantage The common financial mistakes Kristin's firm sees in new clients .[19:01 - 30:12] Investment Strategies for The Long Term Understanding the decision-makers in an estate plan Kristin's view on using multiple managers to handle a portfolio Keep the long-term perspective in investing  [30:13 - 32:00] Closing Segment Email Kristin via kbell@simonquickadvisors.com and check out his website https://simonquickadvisors.com/ (https://simonquickadvisors.com) for more information! Key Quotes: “In our 50s, we realize that we do have a lot to lose and less time to recoup losses.” - Kristin Bell “We have to put our client's interests ahead of our own, which is a really important distinction between brokers and, and someone at a registered investment advisory firm like ours.” - Kristin Bell Connect with Kristin: Website: https://simonquickadvisors.com/ (https://simonquickadvisors.com) Email: kbell@simonquickadvisors.com Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( LinkedIn)! LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

In this Cliff Notes Ian talked about the perfect investment strategy, why Apple is the perfect stock, cryptocurrency, and more. #apple #bitcoin #investing  Link to episode: https://youtu.be/n1_C4Le9LK4 Link for Stock Club Sale: Link for Stock Club Sale: https://joinredpanda.samcart.com/referral/0J3sPcDo/QPSUPKI9gbfQVwVU EYL University: https://www.eyluniversity.comSee omnystudio.com/listener for privacy information.

Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment: Medicare benefits are changing inside of the Inflation Reduction Act (starting at 2:19)  In the Health segment, a short update on my Whoop Band, and a new pillow that I'll be testing out, specifically designed for side sleepers! (starting at 7:00) In the Wealth segment, the 4% rule is in doubt, says a Wall Street Journal article. (starting at 12:45) In the Freedom segment, it's time to go see good movie... and a subscription service might make it easier. (starting at 21:40) Action Items. Things you can implement right now! (starting at 25:35)  Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now!    You can always schedule a free 30 minute call with me to answer any of your financial planning and retirement income questions by visiting TalkToPatrick.com.   Dedicated to Your Retirement Lifestyle, Patrick McNally www.RLAPlan.com 530-377-5180 Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor's portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor's situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

Speakers:George Mateyo, Chief Investment Officer, KeyBank Investment CenterStephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:08 – Review of key economic data 02:20 – Employment report data and Fed reaction  07:52 – Energy market dynamics and outlook for European markets 14:22 – Key takeaways for investors  Additional Resources: Key Questions: Has the Stock Market Bottomed?

Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the benefits of being a disciplined investor. They break down the consequences of lacking investment discipline, the value of staying invested, and why you need to remove emotions from all your investment decisions. [01:30] A Disciplined Approach to Investing [04:26] Why You Must Avoid Emotional Investing [07:45] Benefits of Having a Strict Investment Strategy [11:30] Investment Flexibility and the Acceptance of Risk [14:56] How Your Goals Keep You Disciplined [18:56] The Consequences of Lacking Discipline When Investing [23:10] The Scary Thing About Speculative Bets [25:42] Market Volatility and the Value of Staying Invested [28:47] The Reality of Investment Risk [31:15] Self-Control is the Key to Keeping Emotional Investing at Bay [33:00] Why Doing Nothing is Also an Investment Strategy [35:10] Selling Equities in a Down Market [36:33] Trust the Process: Volatility is Normal [40:39] Parting Thoughts Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Panel: Haley Mirr, Woody Beardsley, Tom Morrow, and Louis MartinHaley, along with Woody Beardsley, has Tom Morrow with Lyme Timber and Louis Martin of Round River Resources on the show to discuss the investment side of regenerative agriculture. They will tackle all we want to know from investment criteria and attributes necessary to funding requirements with conservation incentives and management objectives, and will show how the BX Ranch is an example of these practices.Need professional help finding, buying, or selling a legacy ranch, contact us:Mirr Ranch Group901 Acoma StreetDenver, CO 80204Phone: (303) 623-4545https://www.MirrRanchGroup.com/

There are many different schools of thought when it comes to investment strategies. Some people invest based on stocks, others on cryptocurrency. And then some invest in gold. Gold has been used as a form of currency and investment for centuries, and it's still a popular choice today. How can investors own gold and include it in their portfolios? In this episode, Rusty and Robyn talk with Maxwell Gold, Head of Gold Strategy at State Street Global Advisors. Before joining SSGA in July 2019, Maxwell served as the Director of Investment Strategy at Aberdeen Standard Investments, heading macroeconomic and commodity thought leadership for its $3B U.S. ETF business. Today, Maxwell talks about the gold-based investment strategy, how gold can be used in an investment portfolio, and the risks and rewards associated with such an investment. Key Takeaways [03:36] -  What drew Maxwell to specialize in gold investments. [04:51] - Maxwell's outlook for the gold market for the rest of the year. [06:53] - Should gold be considered for a permanent strategic allocation and investment portfolio? [09:54] - How gold diversifies market risks. [14:00] - How investors can own gold. [17:29] - Comparing silver and gold investments. [21:44] - Maxwell's view on digital gold, such as Bitcoin and cryptocurrencies. [25:55] - How Maxwell keeps his physical and mental health to perform at his best. Quotes [07:22] - "Gold is a unique asset class. It has a low negative correlation to stocks, bonds, and other alternative assets over time." - Maxwell Gold [11:47] - "When you look at gold and evaluate it as an asset class, it's unique and very distinct. It's hard to replicate the exact factors or risk exposure it provides compared to any other asset class out there." - Maxwell Gold [12:55] - "The real power and benefit of gold ‘inflation hedge' comes from monetary inflation and gold's ability to serve not as an inflation hedge per se but much more as a store value asset and ability to preserve spending power, particularly over the long run over several years, if not longer." - Maxwell Gold   Links  Maxwell Gold on LinkedIn State Street SPDR ETFs Gold on the Ceiling by The Black Keys Merrill Lynch JP Morgan Money For Nothing by Thomas Levenson Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1357-OPS-8/1/2022

Time horizon plus strategy, during times of economic certainty, are key pieces that you need to look at in order to find investment success. Join Steven as he takes a look at those key components and why it's so absolutely important to consider them as part of your investment strategy so that you can reduce risk and still achieve your financial goals. Key TakeawaysDuring times of economic growth, we can be focused on opportunities that have a shorter time horizon, and therefore have a shorter debt schedule.You can flip multifamily properties or flip houses in a growing or declining market; you just have to be able to anticipate how much that decline is going to be or you have to anticipate when that growth is going to taper off.A long-term strategy has a lower risk profile, but also a lower return profile, and works very well in both markets, but is extremely beneficial in markets of decline.Reduce risk by being lower in the capital stack.Invest in very high-quality assets that renters are very interested in renting, even during times of economic change. Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

How do the wealthy invest during market downturns? They know there can be wonderful opportunities if you have the right frame of mind, the right information and the right emotional capability to take advantage of them.  In this episode of “Money Guide with Mary Sterk,” Mary shares tips for strategic investing during a recession.Topics include:Supply & DemandInflationDollar Cost AveragingCash on the SidelinesNon-Qualified AccountsEmployer Retirement PlansCapital Gains & LossesShort Term GainsLong Term GainsWash Sale RuleROTH IRA ConversionSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact

Awesome conversation with "Krewe of Japan" - the Japan society of New Orleans - about Japan's real estate property market, what attracts people to it, and how non-resident foreigners can purchase, manage and sell properties without speaking the language or being physically present.

Learn how land flipping can help you create a profitable second income stream. In this Expert Insight Interview, we welcome David Van, whose Land Profit Generator method has produced many successful land flipping business owners.

Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Chintan Panchel is the Co-founder of a specialized law firm with a strong focus on Impact Investing, corporate finance and social enterprise who works with multiple bottom line investors and entrepreneurs around the world to design and execute commercial and finance structures that drive impact.

In this episode, we focus on increasing U.S.-China tensions and address the question: What might happen with Taiwan? To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Speakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:07 – Review of key economic data 02:20 – Implications of Fed Chair Powell's speech at the Jackson Hole Symposium 09:34 – Outlook for US credit markets  13:11 – Housing market forecast   Additional Resources: Key Questions: Is the Recent Stock Market Rally a Breakout or a Fake-out?

It's important not to invest in things that you don't understand or can't explain. Today, Jonathan talks about one of the many so-called sophisticated investment strategies being taught by social media financial gurus. Paul then educates investors about life insurance—the real risks—and why you will not hear these “strategies” recommended by a financial planner. Listen along to hear why you're not missing out on sophisticated investment strategies. Later in the episode, Paul and Jonathan give a brief history of life insurance policies. To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

In this episode, we share some modestly good news about supply chains and inflation and then discuss what we will focus on for the balance of 2022. View the Investment Strategy Brief slides related to this episode, here Watch the video related to this episode, here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.comSee omnystudio.com/listener for privacy information.

Explore the world of short-term rentals and Airbnb with Spencer Giles and Ashley Antidormi as they share successful investing strategies, how they got into real estate, and how it allowed them to live a life of freedom. So, if you want to operate your own Airbnb or start a short-term rental business, this episode is for you!Key takeaways to listen forThe advantages of passive real estate investingReasons why property costs vary according to locationThings to consider before quitting your day job to pursue real estate investingSurprising short-term rental management experiences and ways to deal with themShort-term rental management: How it works and its benefitsTips for increasing your property's selling pointsResources mentioned in this episodeCo-operatorsRich Dad Poor Dad by Robert Kiyosaki | Paperback and KindleAbout Spencer Giles and Ashley AntidormiSpencer and Ashley are Niagara-based real estate investors with a passion for canines, exercise, and travel. With a mixture of short- and long-term rentals, they started investing in 2018 and have since increased their property to 19 apartments. In addition, they co-founded Travelluxe Property Management, a short-term rental management business that has evolved into one of the most well-known in the Niagara region. They want to use real estate as their primary means of transportation to achieve time and financial independence so they can keep exploring the globe.Connect with Spencer and AshleyWebsite: TRAVELLUXE PROPERTY MANAGEMENTInstagram: @spencerandashley | @travelluxepropertymanagementTo sign up for our monthly newsletter, visit our website at www.hiefire.com and connect with us through the social media accounts below!Facebook Page: High Income Earners FIREFacebook Group: High Income Earners F.I.R.E.Instagram: @hie_fireSponsorsBonavest CapitalTo learn more about building passive income through real estate syndications, visit www.bonavestcapital.com.Say YEH Stock OptionsLooking for ways to generate consistent cash flow and accelerate your journey to financial freedom? Visit www.codyyeh.com for more information!

Beau Arfi is the CEO of Maple Property Group, owner of 20 properties by the age of 27. Beau is focused on helping Australians achieve their dream lifestyle through tailored investment strategies, detailed education and statistic-based property selections.Get all links mentioned here: bit.ly/267-BeauSKIP THROUGH THE EPISODE:00:00 – Welcome to Uncommon01:50 – Earliest childhood memory04:30 – Parents careers / Childhood aspirations06:10 – Getting into property 13:40 – Beau's Investments 15:40 – Bad investments 19:35 – “Value for money”22:00 – Apartment Investing?30:00 – What does Maple Group do differently? 33:50 - Useable equity 39:30 - Property market changes 44:50 - Advice for Jordan 48:00 - Beau's investing future53:40 - Beau's best advice 56:20 - Rapid fire questions

Should I buy new appliances for my Japanese rentals, or are second hand good enough? How can I get the best prices? How do warranties work?

Can you get better at decision-making with practice? Many founders, investors, and builders must make many critical decisions, big and small, every day, and improving the quality of your decision-making process can become a big competitive advantage. In this episode from October 2020, expert decision strategist, author and professional poker player, Annie Duke, joins a16z managing partner Jeff Jordan, to discuss some of the frameworks, strategies, and tactics for better decision-making by both individuals and organizations that she outlines in her second book, How to Decide. This was Annie's second appearance on the podcast – she first joined a16z co-founder Marc Andreessen and host Sonal Chalksee to discuss her first book, Thinking in Bets, where they  went deep into how to frame taking risks and placing bets, especially in the context of innovation. You can read the full transcript of this episode here, and you can read the transcript of Annie's first episode on the a16z Podcast with Marc Andreessen here. 

Today we share an episode of The Real Estate Breakthrough Show with Christina Suter where Cody and Brian are guests. Listen in as they share key insights about Blue Oak investments, the secrets to their success, and why it's important to always remember that in this industry, it's all about serving the people. Cody LaughlinCody Laughlin is a co-founder and Managing Partner of Blue Oak Capital. He is the director of Acquisitions and Chief Investment Officer and oversees the company's acquisitions and business development. Cody has eleven years of experience in alternative investments. Prior to Blue Oak Capital, Cody was the founder and President of Laughlin Investment Group, LLC, a privately held real estate investment group where he managed the company's acquisition portfolio of residential real estate. In addition to his entrepreneurial ventures, Cody worked as a Registered Nurse in the Texas Medical Center. Brian AlfaroPrior to joining Blue Oak Capital, Brian managed an investment company specializing in the residential asset class. Passionate about helping others succeed, he sources and brokers investment transactions for investors. Brian's extensive background in operations, marketing, and brand development in high-volume hospitality concepts plays a role in ensuring investing partners receive a first-class experience.  For today's episode we will cover: [ 00:00 - 12:11 ] About Blue Oak CapitalReal estate can challenge you as a human beingOur job is to be problem solversWhy Blue Oak didn't fail[  12:11 - 22:42 ] You can't panic It starts with a good property management teamYou really make your money on the renewalsBlue Oak's investment strategy[  22:42 - 34:39 ] Repositioning a propertyRemembering that you serve peopleTaking care of your investorsGood companies and investor relations Tweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Instagram: https://www.instagram.com/blueoakcapital/?hl=enFacebook: https://www.facebook.com/blueoakcapital/Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn:https://www.linkedin.com/company/blueoakinvests/ Connect with Cody: Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.inst