Squared Away –  Review of 2022’s 1st Quarter

Mar
31
2022

The first quarter of 2022 has come to a close so this was a perfect time to sit down and record another squared away episode to recap the past three months. Today, Tyler is joined by Zac Reynolds and Scott Cravens, and they tackle everything from the international unrest and its impact on global markets to the US bond market dealing with rates and inflation.  We hope you will take some time and listen in on our conversation as we attempt to once again remove the noise from the market and provide reassurances as we move forward. Have a great weekend!

Estate Planning: What it is, Who needs it, and why it is so important.

Mar
11
2022

Today, Tyler is joined by Scott Cravens and David Stanley to have a discussion on what many families view as a topic to avoid at all costs. David and Scott bring their industry expertise and past experiences in the field of estate planning to highlight a few of the common misconceptions. As a fiduciary firm, we are extremely passionate about helping individuals and families have the best team at the table to serve their unique needs. If we can be a resource to you, please do not hesitate to reach out. Enjoy!

Squared Away – Interest Rates, The Fed & Market Volatility

Feb
2
2022

With one month of 2022 under our belt, we take a step back and discuss a few of the more relevant market issues facing investors. As with most Squared Away episodes, Zac Reynolds joins us for today's conversation, in which we hit on topics ranging from interest rates and the fed to investor behavior. We invite you to check out the resources listed below and we encourage all investors to remain disciplined and stay the course. Enjoy!

Stewarding Generational Wealth – Part 4B

Jan
19
2022

Last, but not least! Today, we bring the last half of our fourth and final episode in the series on stewarding generational wealth.  As mentioned last week, we had the incredible opportunity to sit with two individuals on separate ends of the generational wealth spectrum. Roger Warkentine and his wife, Carol, created and founded Computer-RX back in 1982.

The pharmacy management company was designed to bring innovative technology solutions to the pharmacy industry. Their daughter, Lauren Warkentine, joins us as we sit and visit about the various stages, both challenging and rewarding, that faced the family-owned business throughout the years.

For more information on Lauren's company, we encourage you to visit her website à https://williamandlauren.com/

Stewarding Generational Wealth – Part 4A

Jan
12
2022

Happy New Year!  To conclude our series on stewarding generational wealth, we had the incredible opportunity to sit with two individuals on separate ends of the generational wealth spectrum. Roger Warkentine and his wife, Carol, created and founded Computer-RX back in 1982. The pharmacy management company was designed to bring innovative technology solutions to the pharmacy industry. Their daughter, Lauren Warkentine, joins us as we sit and visit about the various stages, both challenging and rewarding, that faced the family-owned business throughout the years.

Interview with Eric Balchunas of Bloomberg

Dec
21
2021

Merry Christmas! This week, we were honored to be joined by Eric Balchunas, Senior ETF analyst for Bloomberg.  He is the author of two books, "The Institutional ETF Toolbox" and "The Bogle Effect", and co-host of the "Trillions" podcast. Eric dives into the world of ETF's, how investing has changed over the years and what he envisions for the ETF industry in the future.

Below are a few links if you would like to learn more about anything we discussed:

Books

Podcast

Twitter

LinkedIn

Stewarding Generational Wealth – Part 3

Dec
8
2021

Welcome back! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding generational wealth. For our third guest, we were honored to be joined by Tony Tyler, President of Tyler Media. The Tyler family has been in the advertising, radio, and television business in Oklahoma City for over 50 years. 

Ralph Tyler started an advertising agency in 1965, began operating a radio station in 1971 and purchased an outdoor advertising company in 1980. In 1994, Mr. Tyler sold the outdoor advertising company to his two sons, Ty A. Tyler and Tony J. Tyler.  Under Ty’s and Tony’s guidance, the outdoor company successfully acquired several Oklahoma-based outdoor advertising companies and expanded their broadcasting presence throughout the state.

Stewarding Generational Wealth – Part 2

Nov
24
2021

Happy Thanksgiving week!  Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world’s largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors.

If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!

Stewarding Generational Wealth

Nov
4
2021

This week, Tyler and Dexter begin a conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. We sit down with individuals from each family to discuss their unique experience and how they hope to grow and manage this wealth for future generations. First up in our conversation is Scott Cravens.  Scott is the COO of Full Sail Capital and graciously agreed to kick us off. Enjoy!

The Life Phases of an Investor

Oct
20
2021

George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.