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Are you a reactionary investor? Do you over-think the decisions, or make too many investment decisions that don’t pan out the way you wanted? Investment strategies, financial management, portfolio building and meeting your lifestyle goals are all topics on the show today and Brian has an amazing guest. Winner of the 2015 PLUTUS award for Best Retirement Focused Blog/Podcast, Roger Whitney, The Retirement Answer Man himself is here.
As a Financial Advisor in 1991, Roger has witnessed first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients, and have the heart of a teacher. In 2003 Roger left his job the largest private bank in the world at the time and, with two wonderful partners, established WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets.
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To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
How to reach Roger:
http://www.rogerwhitney.com/learn/
http://www.rogerwhitney.com/podcast-2/
https://twitter.com/Roger_whitney
The Retirement Answer Man, Dream Up, Plan for & Work Towards Your Ideal Retirement
https://itunes.apple.com/us/podcast/retirement-answer-man-dream/id834314596?mt=2
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Seeking Alpha financial blogger and Dividend Dog Catcher, Fredrik Arnold’s fascination with capital preservation, fixed fractional trading, and trading systems keeps him blogging for Seeking Alpha and most of his articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs. Today Brian has Fredrik on the show and together they help you make the most out of your dividend investments and find your “Dogs of the Dow” to add to your investment portfolio.
Websites:
http://seekingalpha.com/author/fredrik-arnold/articles
http://seekingalpha.com/account/research/login_and_subscribe?slug=fredrik-arnold
For Investor In The Family listeners, 1/2 off Investment Conference through Trade King, available only to email subscribers.
To register text:
JoinFamily To 44222
To receive half off registration
Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
Reach Brian
Visit the website:
Joining Brian today is Scott Krisiloff, the CEO of Avondale Asset Management, a Los Angeles based investment firm managing investment portfolios for high net worth individuals and institutions. Avondale’s purpose is to pursue superior long-term investment returns within the context of their core values: integrity, humility and fundamental curiosity. In appraising investment opportunities, Scott looks for organizations that share those core beliefs and applying these values to the search for investment opportunities delivers the strong returns that ultimately measure success. Companies and management teams who are sincere, honest, candid, willing to admit and probe mistakes and have an exceptional understanding of their customers and markets create investable opportunities. Only once these criteria are met do we rely on our own understanding of economics, businesses and securities markets to gauge the long-term viability of an investment.
Websites:
http://avondaleam.com/author/skrisiloff/
https://www.linkedin.com/in/scottkrisiloff
https://www.hvst.com/public-pages/avondale-asset-management
1/2 off Investment Conference with Trade King - available only to email subscribers.
To register text:
JoinFamily To 44222 to receive half off registration
Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
Reach Brian
Visit the website:
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum on Seeking Alpha.