Stacy Murray

What a difference a year makes. This time last year, markets were riding high, the economy was on a roll and people seemed confident as we worked our way out of the pandemic. Almost like a light switch, those sunny days of 2021 clouded over in 2022, with rising oil… Read More »

Kyle Ray

Everybody needs a coach. We all know about OU’s Brent Venables and OSU’s Mike Gundy, but you don’t have to be an elite athlete to need a coach. A lot of people have coaches to help with a variety of things. There are golf coaches, fitness coaches, executive coaches and… Read More »

Zac Reynolds

Remember when we were kids, spending the day at Six Flags or some other amusement park, binging on roller coaster rides and any number of other thrilling adventures? At the end of the day, we were disappointed that the fun was over and a little bummed that we were walking… Read More »

Charting the Course - Podcast

Squared Away – An Interview with Edward Saracino, Sr. Portfolio Specialist at Vanguard

Today, we were honored to be joined by Ed Saracino with Vanguard Financial Advisor Services. As you will hear in the intro, Ed has spent many years with Vanguard and has an incredible ability to communicate the long-term approach that the company takes no matter what the market might be facing. As is the case with all "Squared Away" episodes, you'll hear from Zac Reynolds, Full Sail's Chief Investment Officer, as he and Ed discuss an array of topics facing investors today.

Below are a few resources you will find helpful:

Growing Philanthropy Through Charitable Giving

This week, Tyler was joined by members of the Foundation Management team: Frank Merrick, Kari Blakley, & Randy Macon. We spend a little time discussing the private foundation management side of things, but also highlight a more recent public charity offering, Because We Care Philanthropy. This entity sponsors Donor Advised Funds (DAF) that help donors make grants to 501(c)(3) tax-exempt nonprofit organizations. Whether their team is assisting a multi-million dollar foundation or opening a new DAF for a family, they stay focused on a singular goal of growing philanthropy.

See below for resources:
Because We Care Philanthropy
Foundation Management

Financial Planning 101

This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few complex issues that can arise during the planning process.  If you have any questions or comments during the episode, feel free to shoot Tyler a note via the website - Enjoy!