Squared Away – Potential Tax Changes

Today, we sit down with Stacy Murray and Zac Reynolds to discuss a few of the tax changes that are being discussed by the current administration. Specifically around long-term capital gains, corporate taxes and estate taxes. Each day, we learn a bit more about what might be included or excluded in this potential bill, so we will continue to monitor. Please let us know if there is anything specific that would be of interest and we will do our best to address any concerns in another episode. Enjoy!

Interview with Tom Carlson, Owner of Core Business Advisors

CORE is a leading provider of management consulting services to new and established companies in central Oklahoma. They provide part-time, contract CFO and related financial and management consulting services to small and mid-size companies. They partner with clients and offer specifically tailored services to meet their needs. They can provide both a hands-on approach and strategic vision to guide growing businesses to reach the next level.

Core Business Advisors
Calyx Insight

Robo-Advisors – The innovative digital solution for many new young investors

This week, Tyler and Dexter sat down to discuss the features, advantages and limitations of robo-advisors. Over the past decade, investors have seen this space explode with new options and new technology.  There are clearly a few very logical reasons to utilize these platforms, but the key is deciding if this algorithm-driven technology make sense for you.

Squared Away – Markets and Inflation: A Complex Relationship

This week we dive in a bit more to the topic of inflation and its impact people are beginning to see and feel. Dexter, Zac and Tyler look at a couple different effects of rising prices on both the markets and the economy. While we can look to history as a guide for how to approach an inflationary environment, we believe it is important to remain disciplined, diversified and cautious about predicting the future. Enjoy!

Tax-Loss Harvesting

Today, Dexter and Tyler are joined again by Stacy Murray to breakdown to complexity and confusion around an underutilized yet necessary investing strategy. Tax-loss harvesting is a crucial part of our investment process here at Full Sail Capital for any taxable account that we manage, and in any given year, can drastically improve the capital gains tax bill that a client may be facing.

For further reading:
How to cut investment taxes - Fidelity

Making Money vs. Managing Money

In this episode, Dexter and Tyler sit down with Full Sail advisor Max Rhodes to get his input on the challenge of managing versus making money. Two very different tasks that many of us face daily, this topic continues to weave itself into many of the conversations we are having with clients and network partners. Enjoy!

Squared Away – SPACs, NFTs, Inflation and Rates

In this episode, we tackle a few more interesting topics facing investors, like the concept of Non-Fungible Tokens (NFT) and a Special Purpose Acquisition Company (SPACs). We also spend some time on the growing issues facing the economy like inflation, rates, and taxes. The intention for these episodes is to provide some brief clarity and understanding of our take on current market-related topics. For further reading, here are few great articles:

Charlie Munger and Warren Buffett on Bitcoin - Yahoo! Finance
Jurrien Timmer from Fidelity on whether or not Bitcoin belongs in your portfolio - Fidelity Investments
NFTs, Explained - The Verge

Infinity Capital Partners Interview, Part 2

We are back with the second half of our conversation with Infinity Capital. As we discussed, they serve the unique needs of middle-market businesses and their stakeholders. Headquartered in Oklahoma City, they provide bespoke solutions through investment banking and advisory services to founders, owners, and investors of privately held businesses.  Evan and Bryan, two of the managing partners, pick up where we left off and continue our discussion about their specific industry and how they tailor every solution to meet each clients specific needs. 

Michael Mauboussin article -  Public to Private Equity in the United States: A Long-Term Look

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For more information on Inifinity, please visit Infinity Capital Partners.