As we hit the mid-point of the year, we are back for another squared away conversation with Zac, Austin and Tyler. From interest rates and market concentration to presidents and economy, we do our best to cover what we feel is most impactful to you the investor. If you have any questions, or would like a copy of our recent client market update, just let us know!
WSJ Article by Jason Zweig
From cash hoarding to drowning in debt, there are many pitfalls and mistakes that any person can face when it comes to money. Today, we sit down with Stacy Murray and Kyle Ray to discuss ten of the more common finance mishaps that can lead to poor financial health. Let us know how we can help you!
We are thrilled to be joined by Andy Burnett, owner of Burnett Equity, as he sits down with us to discuss all-things real estate development. Alongside Tyler in studio, Scott Cravens is back with us to lead this fascinating discussion. We hope you enjoy!
This week, we sit back down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review the recently completed first quarter. We take a look at the economic and market data, and remind investors the importance "time in the market, not timing the market". If you have any questions, or would like a copy of our recent client market update, just let us know!
This week, David and Tyler sit down and look back at two previous calendar years, 2023 and 2020, both full of very different headlines, and very different circumstances. At the end of the day there is always going to be some event, headline, or story that will cause any investor to pause. Our goal is to remain disciplined in our approach and walk alongside investors as they focus on their goals and long-term plans. Let us know if there is anything we can do for you!
Miki Farris is the founder and executive director of Infant Crisis Services. Founded in 1984 as a part of a Sunday School project at Westminster Presbyterian Church, Infant Crisis Services has grown into one of OKC's most impactful non-profits. Armed with their four core values - compassion, kindness, respect and love - ICS is providing families the opportunity to be healthy, productive citizens by ensuring babies in need have access to food, diapers, and other essentials.
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!
Morgan Housel is a partner at The Collaborative Fund and the author of Same As Ever and The Psychology of Money. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the into, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!
Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit fullsailcapital.com
As we wrap up the year, there is no better way than to have one of the final episodes highlight another local non-profit. Today, we sit down with Cheri Weaver, executive director at Wings, and hear all about their mission, vision and passion for their members. As stated, their mission is to enhance the lives of adults with developmental disabilities through social, vocational and residential programs guided by principles of the Bible. We highly encourage you to visit their website to learn more about how you can get involved.
We are honored to be joined by Medicare expert, Julia Fuentes, with Vanguard's financial advisor services. As a financial planning and coaching strategist, she has become an expert in the Medicare world and was kind enough to jump on the phone to visit with us about the details of this evolving marketplace.Below are a few items provided by Vanguard that elaborate on a couple topics we discussed: Understanding Medicare ChoicesMeet IRMAAMaking Sense of Medicare's Parts
This week we continue our conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sat down to discuss ten of the more impactful ones. Today, we look at the remaining five - Financial Crises, ESG Investing, Passive Investing, Regulatory Changes, and Demographics. Enjoy!
This week we kick off a two-part conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sit down to discuss ten of the more impactful ones. Today, we look at the first five - Technology, Globalization, Deregulation, Investment Strategies, and Emerging Markets. Enjoy!
Today, we have our CIO, Zac Reynolds, join the pod for another Squared Away conversation. With three quarters of 2023 now behind us, we break down the impact of higher rates, the importance of allocation and goals, as well as how to view holding cash as an investment. We mentioned our recently published quarterly market update, which contained a good amount of information, data, and firm news, so please let us know if you would like a copy.
Today, we're back with our new mini-series of sorts that will begin to be featured on the podcast throughout the year. Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!
Today, we look at a popular question…by asking more questions. Our team at Full Sail gets asked all the time "When/Why do we need to hire you?", which leads to a complex answer. To break it down, we have Stacy Murray and Candace Guy in studio to address this question by asking 5 more questions:
This week on the podcast, we feature the incredible family behind Dillingham Insurance. Dating back to 1927, Dillingham Insurance has provided comprehensive insurance solutions for clients of all sizes across the United States. As you'll hear, the firm is now in their 96th year of business and has made it a point to uphold their mission of always putting the client first. Chad and Lucas were incredible gracious with their time and we know you'll enjoy our conversation!
Dillingham Website
This week, we sit down for another Anchored conversation featuring Mr. Ford Price. Ford is the co-founder and Managing Partner of Price Edwards and Company, headquartered here in Oklahoma City. We discuss everything from the background and history of his company to the present day outlook on commercial real estate in Oklahoma and across the nation.
For more information on Ford or the firm, please visit their website.
Today, Tyler is joined in studio by our CIO, Zac Reynolds, and investment analyst, Austin Burks, for another Squared Away conversation. With two quarters of 2023 behind us, we break down everything from the fed decisions, inflation, and the rate environment to the markets in general. Also, we end with a great reminder on the importance of patience for all investors. We mentioned our recently published quarterly market update, which contained a good amount of information and data, so please let us know if you would like a copy.
Hearts for Hearing creates life-changing opportunities for children and adults with hearing loss to listen for a lifetime. Guided by their core values, Hearts for Hearing believes the gold-standard of care should include both competence and compassion. Today, we visit with Joanna Smith and follow her along as she unfolds the history of the organization. We encourage you to follow them across all platforms in order to be informed and up to date with their mission!
Happy 4th of July! We hope you had a wonderful holiday weekend. Today, we wanted to simply provide a quick update here on the podcast as we highlighted a few episodes from the first half of the year. As discussed, below are links to our most popular episodes from Q2, as well as a link to our recent article, written by Stacy Murray. Have a great week!
Today, we introduce a new mini-series of sorts that will begin to be featured on the podcast throughout the year. Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!
What are the best questions to ask your current or potential advisor? Which pieces of information are most relevant? Join us today as Candace Guy sits down with Tyler to tackle these questions and more. If there is anything we discussed that you would like to learn more about, do not hesitate to reach out!
Advisor Public Disclosure
Morgan Housel is a partner at The Collaborative Fund and the author of the book The Psychology of Money, which has sold over three million copies since its release in 2020. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the intro, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!
For our first Anchored conversation of 2023, we were thrilled to have Chuck Wiggin, President of Wiggin Properties, join the pod. He sat down with Tyler and Max to discuss all things real estate, tax credits, and even some OKC history. We dive in a bit deep on both New Market Tax Credits and Historical Tax Credits, so if you would like to do more reading on either, see below. Have a great week!
Our CIO, Zac Reynolds, and investment analyst, Austin Burks, sit down in the studio and reflect back on the 1st quarter of 2023. We reflected on the first few months of activity in the capital markets and discussed a few relevant news items and popular headlines. Listen to learn the...
We were honored to be joined by Kari for a conversation focused on the history and meaning behind both the memorial and the museum and the role Kari has played over the years. As we approach the 28th anniversary of that dreadful day in OKC, we leave you with this...
Today, Aaron Ackerman joins the pod to discuss the world of transaction advisory services and the role of interim CFO. His past deals have included companies ranging from start-ups to firms with over $1B in revenue. David and Tyler were honored to sit down and have the opportunity to talk… Read More »
Hannah Schmitt is the founder and owner of The Treasury, Oklahoma City's first female coworking space. Along with her husband, Brian, they set out to create a community for women to focus on themselves and their businesses, but also for learning, engagement and support. To learn more or to become...
As we turn the page to a new month, we wanted take a moment and celebrate Full Sail Capital's 5th anniversary. Tyler is joined by the three founding principles, Scott Cravens, Zac Reynolds, and David Stanley, as they discuss the growth, challenges, and stories from the first 5 years as...
Lauren Warkentine is the founder and CEO of William & Lauren, a custom clothing firm focused on capturing your personality and unleashing your confidence. Tyler, along with Katherine Vanlandingham and Scott Cravens, was honored to have Lauren join us on the most recent At The Helm episode as she shared...
This week, Tyler is joined by director of operations, Katherine Vanlandingham, and head of marketing, Candace Guy, to discuss the ever-evolving world of financial advisory firms. From Robo's to private RIA's, this episode highlights the features and drawbacks of each and which one may make the most sense for you....
As we turn the page to another year, many are breathing a sigh of relief in hopes of better market days ahead. While there is still plenty to be concerned about, we are cautiously optimistic about the long-term return environment facing investors in the new year. Zac Reynolds, CIO, and...
Happy New Year! Today, Tyler is joined by David Stanley and George Cohlmia, 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 the key is to focus on the things...
We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy...
We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy...
Gary Brooks has been involved with Oklahoma commercial real estate for over 30 years, but the past 5 years may have been the most challenging and trying time of his career. In 2017, Gary and his partner, Charlie Nicholas, acquired the First National building in the heart of Oklahoma City....
Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves...
Nominated for the Journal Record's 2022 Woman of the Year, Lauren Mingee lives everyday with passion and purpose. Her company, Quintessa Marketing, has grown exponentially over the past 6 years and is quickly becoming a household name across the U.S. in personal injury law firms. We are so grateful to… Read More »
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… Read More »
We’re back with another squared away episode as we digest everything that transpired in Q3. As always our goal is to provide some context and encourage everyone to remain disciplined and stick to their process. Joined by Zac Reynolds and David Stanley, today's episode is all about re-centering our focus… Read More »
Today, we sit down with David Stanley, Full Sail CEO, and Stacy Murray, CPA and advisor, as we provide some context around Q4 tax moves and discuss a few highlights from our previous interviews. As mentioned throughout the episode, below are a couple of highly recommended resources that we found… Read More »
Did you know that it takes eight minutes and twenty seconds for sunlight to reach the earth? Today, we sit down with EightTwenty CEO and co-founder, Tony Capucille. Tony and his team are leading the charge to bring solar energy to cities across the nation. In their own words, they… Read More »
This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins...
This week, we highlight another Anchored series conversation, which is focused on bringing you an inside look at the real estate industry. Tyler and Scott were so grateful to sit down with Ethan Slavin and Brett Price as they give us a glimpse into the brokerage world of real estate.… Read More »
For June's edition of squared away, Zac Reynolds and David Stanley join the podcast to discuss everything that has transpired over these first six months of 2022. We cover a lot of the market related topics, but we also take a look back at history and try to put this… Read More »
This week, we roll out another new series that will be highlighted throughout each year going forward. "At The Helm" will feature interviews with entrepreneurs of all backgrounds. Whether its an individual starting a small business from scratch or someone running a large corporation, entrepreneurs have incredible stories to tell… Read More »
As introduced in the previous episode, our new Anchored series is focused on bringing you an inside look at the real estate industry. To kick off our first interview, Tyler and Scott were so grateful to be joined by industry veteran, Michelle Anderson, with Plains Commercial Real Estate. I hope… Read More »
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… Read More »
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… Read More »
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… Read More »
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… Read More »
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...
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...
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!
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/
Happy New Year! To conclude our series on stewarding generational wealth, 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.
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
Welcome back! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding generational wealth. For our third guest, we were honored to be joined by Tony Tyler, President of Tyler Media. The Tyler family has been in the advertising, radio, and television business in Oklahoma City for over 50 years.
Ralph Tyler started an advertising agency in 1965, began operating a radio station in 1971 and purchased an outdoor advertising company in 1980. In 1994, Mr. Tyler sold the outdoor advertising company to his two sons, Ty A. Tyler and Tony J. Tyler. Under Ty’s and Tony’s guidance, the outdoor company successfully acquired several Oklahoma-based outdoor advertising companies and expanded their broadcasting presence throughout the state.
Happy Thanksgiving week! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world’s largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors.
If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!
This week, Tyler and Dexter begin a conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. We sit down with individuals from each family to discuss their unique experience and how they hope to grow and manage this wealth for future generations. First up in our conversation is Scott Cravens. Scott is the COO of Full Sail Capital and graciously agreed to kick us off. 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:
Today, we sit down with Stacy Murray and Zac Reynolds to discuss a few of the tax changes that are being discussed by the current administration. Specifically around long-term capital gains, corporate taxes and estate taxes. Each day, we learn a bit more about what might be included or excluded in this potential bill, so we will continue to monitor. Please let us know if there is anything specific that would be of interest and we will do our best to address any concerns in another episode. Enjoy!
CORE is a leading provider of management consulting services to new and established companies in central Oklahoma. They provide part-time, contract CFO and related financial and management consulting services to small and mid-size companies. They partner with clients and offer specifically tailored services to meet their needs. They can provide both a hands-on approach and strategic vision to guide growing businesses to reach the next level.
Core Business Advisors
Calyx Insight
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.
This week we dive in a bit more to the topic of inflation and its impact people are beginning to see and feel. Dexter, Zac and Tyler look at a couple different effects of rising prices on both the markets and the economy. While we can look to history as a guide for how to approach an inflationary environment, we believe it is important to remain disciplined, diversified and cautious about predicting the future. Enjoy!
Today, Dexter and Tyler are joined again by Stacy Murray to breakdown to complexity and confusion around an underutilized yet necessary investing strategy. Tax-loss harvesting is a crucial part of our investment process here at Full Sail Capital for any taxable account that we manage, and in any given year, can drastically improve the capital gains tax bill that a client may be facing.
For further reading:
How to cut investment taxes - Fidelity
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:
GameStop Madness
Why Brokers Had to Restrain Trading in GameStop Shares
Robinhood Had a Busy Week
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:
Today, we take a break from the investing world and let you hear from a majority of our team as we review the crazy year of 2020. Enjoy!