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.
Now that some time has passed since the initial market mayhem surrounding GameStop, we wanted to sit down and discuss what happened. We hope to provide some insight about the market events and clarify a few misconceptions. For further reading, we encourage you to visit the following resources:
As we celebrate Full Sail's 3rd anniversary this month, we felt it would be best for you to hear directly from the people who started it all. Join us as we walk the guys back to early 2018 to get their thoughts and feelings as they launched our firm.
Today, we sit down to discuss three of the more popular and controversial topics facing investors to start the year. During the episode, we make reference to a handful of great resources, and you can find those links below: