Today, we sit down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review 2023 and look ahead to the new year. If you have any questions, or would like a copy of our recent client market update, just let us know!
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!
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.
What does poker, fantasy football and investing have in common? More than you think. Zac Reynolds joins Dexter and Tyler to have a conversation about the decisions we make every day and how our biases can skew our risk analysis. For further reading, here are some of the resources we discussed:
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.
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!