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.
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!
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
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!
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
In this episode we sit down with Stacy Murray to discuss the strategies and benefits behind Roth IRA conversions. With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families. Stacy is a Certified Public Accountant and continues to be an invaluable addition our team of advisors.
View Stacy's Article on Roth IRAs
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
Journal Record Reader Rankings - Give us your Vote!
For more information on Inifinity, please visit Infinity Capital Partners.
Infinity Capital Partners serves 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 Grace and Bryan Vahlberg, two of the managing partners, join us today for a great 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
Journal Record Reader Rankings - Give us your Vote!
For more information on Inifinity, please visit Infinity Capital Partners.
Today, we're back for the second part of our conversation with Piyush Patel. If you haven't already, we encourage you to go listen to last week's episode, as Dexter and David introduce you to Piyush's backstory. For more information about Piyush, check out his website and his book Lead Your Tribe, Love Your Work.
Piyush Patel is an entrepreneur, best-selling author, speaker, and angel investor. This week, he graciously allowed us the opportunity to sit down and hear firsthand about his joys, trials, frustrations, and successes. For more information about Piyush, check out his website and his book Lead Your Tribe, Love Your Work.