Charting
the Course

Outside of the capital markets and general investing questions, the one topic that inevitably gets a ton of attention in our meeting rooms is real estate. From how it fits into the overall portfolio of assets to whether or not a client should buy that rent house, we have addressed it all.  So, today, we are pleased to introduce a new series called, "Anchored". In these periodic episodes, we will highlight and address various advantages, misconceptions and common pitfalls that are evident in the real estate sector. To kick it off, Tyler has Scott Cravens and Zac Reynolds sit and spend some time taking a high-level look at this topic and lay the groundwork for what we hope is a very informative, on-going conversation.

Scott Cravens’ Real Estate Background - Stewarding Generational Wealth - Nov. 4, 2021

FSC Articles Database - https://www.fullsailcapital.com/articles/

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:

• The Bogle Effect - How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions
• Charting The Course - Interview with Eric Balchunas
• The role of bonds in a low-yield environment - Vanguard Research

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 - https://www.fullsailcapital.com/contact/. Enjoy!

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!

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!

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/

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