Iron Gate Financial Radio: Recent Episodes
Brett Pattison
Investment Advisor & Portfolio Manager for the fee only, independently owned, Iron Gate Global Advisors
The AI race is entering a new phase, and it's no longer just about who has the smartest chatbot. This week, the Iron Gate team breaks down the growing battle between open-source and closed AI models, why leaders like Jensen Huang, Elon Musk, and Sam Altman are taking sides, and what it could mean for the future of investing. They also discuss Google's latest earnings, why billions in AI spending rattled Wall Street despite strong results, and why long-term investors should look beyond the headlines.The conversation also explores why hyperscalers like Google, Microsoft, Amazon, and Meta remain at the center of the AI revolution, and why demand for computing power continues to surge. Finally, the team shares why they're optimistic about America's reindustrialization, the massive wave of infrastructure investment underway, and how market volatility can create some of the best long-term investment opportunities. Whether you're following AI, the stock market, or simply looking to become a better investor, this episode offers valuable perspective on one of the biggest stories shaping the future.Here’s to wise investing.
This week, the Iron Gate team breaks down the biggest investment story of Q2 and why the Magnificent 7 are investing nearly $800 billion into AI infrastructure and future growth. They explain what capital expenditures really are, why semiconductor and memory companies have surged this year, and whether investors should be concerned about the massive spending by today's largest technology companies.The conversation also explores why trusting proven leadership and understanding how great CEOs allocate capital can be more important than chasing the market's hottest stocks.In the second half of the episode, the team discusses the new Trump Accounts, how they work, and why they could become a powerful tool for helping children build long-term wealth. Along the way, they highlight the incredible impact of compounding and why starting to invest early can make all the difference over a lifetime.Finally, the team reflects on America's 250th birthday, celebrating the opportunities, freedom, and entrepreneurial spirit that have made the United States the greatest country in the world, and why preserving those values matters for future generations.Here's to wise investing.
SpaceX is finally going public, and investors can't stop talking about it.This week, the Iron Gate team breaks down the SpaceX IPO, how IPOs work, and why investor excitement can sometimes lead to costly mistakes. They discuss the psychology of FOMO, the importance of valuation, and why understanding what you own matters far more than following the crowd.The conversation also explores entrepreneurship, wealth creation, and how companies like SpaceX and Amazon create opportunities that can impact generations.If you've been wondering whether to buy the SpaceX IPO or how to navigate periods of market excitement, this episode is for you.Here's to wise investing.
The market continues to surge as Nvidia posts massive earnings and AI optimism fuels investor excitement.This week the Iron Gate team talks about the difference between real investment opportunities and dangerous hype, including the growing buzz around the SpaceX IPO.They break down why valuation matters, how market crashes actually work, and why fear and FOMO often lead investors in the wrong direction.The conversation also explores whether today’s AI boom resembles the dot-com bubble of 1999 or something entirely different.If you want a smarter perspective on investing during uncertain times, this episode is for you.Here’s to wise investing.
Markets are surging in 2026, but the headlines don’t tell the full story. In this episode, we break down the latest market rally, analyze earnings from the world’s largest companies, and uncover what’s really driving growth in Big Tech.We also tackle one of the most debated topics in investing: diversification. Is owning hundreds of stocks actually reducing risk or just limiting returns?Drawing insights from legends like Warren Buffett and Charlie Munger, we explore the difference between average investing and truly understanding what you own.Here’s to wise investing.
The hype around the SpaceX IPO is building fast but does that make it a good investment?This week the Iron Gate team breaks down one of the most anticipated IPOs in history and what investors need to understand before jumping in. From valuation to timing they explain why even the best companies are not always the best investments especially at the wrong price.The conversation also dives into the rise of prediction markets and how they differ from true investing.The key takeaway avoiding FOMO and following a disciplined process is what protects and grows wealth over time.Here’s to wise investing.
Markets are down, headlines are loud, and uncertainty feels high, but how much of it actually matters?This week, the Iron Gate team breaks down recent market volatility and why investors like Warren Buffett and Peter Lynch see moments like this as opportunity, not risk. They explain why corrections are normal, why knowing what you own is critical, and how volatility can create long-term advantages.The key takeaway: volatility isn’t something to fear, it’s something to use.Here’s to wise investing.
With the war in Iran raging on, and a private credit collapse rearing its ugly head, how much of today’s market volatility really matters?This week, the Iron Gate team breaks down what’s really driving the headlines—from global conflict to growing concerns in private credit—and what investors should pay attention to.They explore:Why events like war often create short-term noise—not long-term damageThe hidden risks in private credit (illiquidity, limited transparency, and redemption restrictions)Why understanding what you own is more important than ever and the risks if you don’t.The most important part of the podcast discusses why equities are the most important asset class in the world today. Investing in stocks is ultimately investing in human ingenuity—the innovation and growth of great businesses.Here’s to wise investing.
Market volatility can feel scary, but is it really risk?In this episode, the Iron Gate team explains the difference between volatility and true investment risk. They discuss why the real danger in investing is the permanent loss of capital caused by emotional decisions, not normal market swings.The team outlines four key principles they follow: invest in businesses you understand, focus on companies with durable competitive advantages, trust strong management teams, and buy at a discount to intrinsic value.They also cover liquidity risk and sequence of returns risk, especially for retirees who depend on portfolio withdrawals.With patience, discipline, and a long term mindset, investors can often turn market volatility into opportunity.
In this episode, the team breaks down artificial intelligence into five key layers. From energy and chip manufacturing to cloud infrastructure, AI models, and consumer-facing applications helping investors understand how the entire ecosystem works together. They explain where the real competitive advantages lie, the risks in each layer, and how to think strategically about AI exposure within an investment portfolio.
In today’s episode, we dive into the following:- The recent shift toward market fear and what it really means for investors.- Why pullbacks are a normal part of the market cycle.- The dangers of emotional decision-making.- Why the biggest risk to long-term wealth is often our own behavior.- How discipline, patience, and focusing on great businesses can help investors avoid interrupting the power of compounding.Here’s to wise investing.
P 500 year-end 2026 prediction by February 15—the closest guess wins an Iron Gate prize.Here's to wise investing,Iron Gate Global Advisors
ChecklistTo secure your future, Spencer recommends these three pillars:1. Live Within Your Means: If you spend more than you make, stop.2. Pay Yourself First: Automate your savings before the bills hit.3. The Emergency Fund: Keep 3-6 months of cash in a high-yield account for those inevitable rainy days.Merry Christmas and Happy Holidays! We'll see you in 2026.
Everyone’s asking the same question right now: Are we in an AI bubble – and is it about to pop?In this episode, we unpack the recent market sell-off, sky-high valuations, and the growing chorus of “this time feels different” warnings. We separate real risks from media noise and look at what actually drives today’s volatility.Then we flip the script:•Why accelerated computing and agentic AI are structural, not speculative•How today’s spend compares to dot-com era (spoiler: it’s very different)•What history tells us about surviving – and profiting from – tech revolutionsIf you’re trying to decide whether AI is the next dot-com bust or the start of a multi-decade transformation, this episode gives you the clarity you need to invest with conviction. Here's to wise investing,Brett, Brian, and Mike
The stock market just keeps climbing — but have we gone too far? In this episode, we dig into whether today’s valuations are signaling opportunity or the makings of another bubble, especially in the world of AI.We’ll also explore why paying close attention to the CEO behind the company might be one of the most overlooked (and most important) factors in long-term investing.Finally, we break down the three tailwinds currently fueling the market:1. Falling interest rates2. Potential tax cuts becoming permanent3. A wave of deregulationIt’s a conversation that blends discipline, optimism, and realism — giving you clarity in a market that’s anything but simple.Here's to wise investing,The Iron Gate Global Team
No one knows how long this rally will last — but history shows that the best returns come to those who lean into value, not emotions. Chasing what feels “safe” often leads to buying high and selling low. The real edge comes from staying disciplined when headlines and emotions are screaming the opposite.Here’s what we cover in this episode:• Why your brain interprets up-markets and down-markets backwards — and how that instinct can quietly sabotage long-term results.• How price and value diverge during volatility — and why falling prices often mean growing opportunity.• The mindset shift that turns falling markets into opportunity — practical ways to reframe risk so you can act rationally when it matters most.• Lessons from history — what past market cycles can teach us about the link between discipline, patience, and wealth building.As always, thank you for listening, learning, and trusting us with your financial journey.Here's to wise investing,The Iron Gate Global Team
In this round-robin style episode, we tackle some of the hottest questions in finance today:- Bull or Bear? We kick things off with the question everyone’s asking: “What’s the market going to do?” Our take on where overall returns could be headed.- Tariffs Are Back and they are BIG. $87 billion collected this year — and projections hit $300 billion for 2025. Is this a smart economic lever or a drag on growth?- Interest Rates & Trump vs. Powell. Everyone’s wondering when the Fed will pivot. We explore the timeline — and the political subplot playing out behind the scenes.- BBB Breakdown. While the Big Beautiful Bill covers many social issues, we ignore those and focus on the economic. We each discuss one thing that we like about the bill that can help spur the market and economy.Fast-paced, opinionated, and full of insights — this episode is a must-listen for investors trying to make sense of it all.Here's to wise investing,Brett, Brian, and Spencer
In 1979, the Los Angeles Lakers were purchased for just $67 million. Today, they’re reportedly worth $10 billion. That’s an incredible return—but how does it compare to a simple investment in the S&P 500 over the same period?We dig into the numbers and break down what makes public equities one of the most unbeatable long-term investments.Also in this episode: - What really drives massive returns over decades. - Why Steve Ballmer—yes, the former Microsoft CEO—is being called one of the greatest investors of all time. - The surprisingly simple principle behind his investing success (and how you can apply it).Here's to wise investing,Brett Pattison, Brian Hunsaker, and Spencer Nelson
One of the most powerful and consistent forces pushing stock prices higher over time isn’t just earnings or interest rates — it’s human ingenuity. From the invention of the wheel in 3500 BC, to Gutenberg’s printing press in 1440, to Space Travel in 1969, and now the rise of Artificial Intelligence, innovation has been the engine of progress. And nowhere is the impact of innovation more directly reflected than in the stock market. Unlike real estate, bonds, or Treasuries, which often lag behind in capturing the upside of breakthrough ideas, stocks give investors a front-row seat to benefit from human creativity and technological advancement — especially in the innovation-rich landscape of America. In this episode, we look back at some of history’s greatest breakthroughs and look forward to how emerging technologies could shape not just the world — but your portfolio. Tune in and learn how to align your investments with the most powerful force on Earth: the endless spark of human ingenuity.Here's to wise investing,Brett Pattison & Brian Hunsaker
This week, Brian and Brett dive deep into the rising tension around tariffs and the ripple effects they’re having on the markets. With volatility back in the headlines, we break down what the best businesses in the world are doing during uncertain times—and what you should be thinking about as an investor.We also discuss a critical question: Do you really understand what it means to be an investor in the stock market?And finally, the debate heats up:Is Trump’s economic plan a precision scalpel… or a blunt sledgehammer? Brian and Brett don’t exactly see eye to eye.Here’s to wise investing,Brett Pattison & Brian Hunsaker
The market is dropping at a pace we haven’t seen since the Covid crash—and it’s raising big questions for investors.So, what are we doing in response? Could it get even worse? And most importantly, how can we turn this into an opportunity?In this special episode, we tackle all of that and more. It’s one you won’t want to miss.Here’s to wise investing,Brett, Brian, and SpencerIron Gate Global Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Iron Gate Global Advisors and its representatives are properly licensed or exempt form licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Iron Gate Global Advisors unless a client service agreement is in place.
Fear is gripping the markets. A key fear gauge we track has just hit its highest level since 2022—when stocks were in a full-blown bear market. With uncertainty on the rise, how should investors respond?In today’s episode, we break it all down: - Trump’s tariffs – Should investors be worried, or is the fear overblown? - A buying opportunity? Fear often creates opportunity—but is now the right time to buy? We share the key indicator we use to gauge market entry points. - Why tariffs aren’t all bad – The long-term economic and market impacts that most investors overlook. - Buffett’s annual letter – Why it’s a must-read for every investor and the biggest takeaways from this year’s edition.With fear at extreme levels, smart investors know where to look. Tune in for insights that cut through the noise and help you navigate uncertainty.Here’s to wise investing,Brett Pattison and Brian Hunsaker
In this episode, we take a deep dive into why President Trump is doubling down on tariffs and what it means for the markets and investors. While tariffs often spark short-term volatility, they are part of a much bigger strategy to protect U.S. national security and stop unfair global trade practices.We break down: - Why Trump is implementing tariffs. - How tariffs aim to level the playing field in a world where the U.S. has been taken advantage of for decades. - China's trade tactics - from currency manipulation to hidden subsidies - and how tariffs are a tool to fight back. - The market's reaction: short-term noise vs. long-term opportunity - What truly matters for investors - why great businesses win over time, regardless of trade policy shifts.We also break down the master plan that President Trump has for the country that really is no different than your individual strategy for investing.We hope it provides clarity on a confusing topic.Here's to wise investing,Brett Pattison & Brian HunsakerIron Gate Global Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Iron Gate Global Advisors and its representatives are properly licensed or exempt form licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Iron Gate Global Advisors unless a client service agreement is in place.
In this episode, we dive into the standout stories of the financial markets in 2024 and set the stage for what lies ahead in 2025. Here’s what you’ll hear: 2024 Market Recap: We break down the surprisingly strong 20% plus returns of the S&P 500, reflecting on how they exceeded expectations and what drove this outperformance. The “Magnificent 7”: We take a deep dive into the tech giants that dominated the market. These 7 companies currently comprise 33% of the S&P 500. Is this kind of market concentration good or bad or is it a bubble waiting to burst? 2025 Market Preview: We outline the three biggest risks for investors in the year ahead: 1. Higher bond yields and their implications. 2. Continued market concentration and its potential impact. 3. Policy shifts under the Trump administration and their influence on markets. Big Themes for 2025: Lastly, we discuss what we believe are the biggest themes for 2025. The AI revolution takes center stage as we explore its transformative effects on corporate earnings and broader economic trends. Whether you’re a seasoned investor or just curious about the markets, this episode is packed with insights to help you navigate the evolving financial landscape. Tune in for a thoughtful discussion on where we’ve been and where we’re headed! Here’s to wise investing,Brett Pattison & Brian Hunsaker*All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee any investment strategy will achieve its objectives.
As the year comes to a close, it’s time to take control of your financial planning and make the most of the opportunities available before 2025 arrives. In this episode, we’re diving into five essential end-of-year strategies to help streamline your investments, optimize taxes, and plan for a financially sound future. We’ll define and weigh the pros and cons of: 1.Backdoor Roth Conversions2.Donor-Advised Fund (DAF) Accounts3.Donating Appreciated Stocks4.Qualified Charitable Distributions (QCDs)5.Key Considerations for 1099 EmployeesWhether you’re preparing for retirement, looking to maximize your charitable giving, or navigating self-employment as a 1099 worker, this episode is packed with actionable insights. Pair this advice with guidance from your CPA, and you’ll be ready to wrap up 2024 with confidence. Here’s to wise planning and a prosperous new year! Brett Pattison and Spencer Nelson*All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index.This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results.The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.
The election is finally over—hooray! The political ads are gone, and the results are in: a red wave swept the Republicans into control of the White House, the Senate, and Congress. But what does this mean for your investments? Is this political shift a blessing or a curse for the economy? And why does Warren Buffett, the Oracle of Omaha, still sit on an eye-popping $325 billion in cash? In this episode, we dive into these pressing questions and more. We'll explore the election's impact on the markets, discuss Buffett’s legendary cash hoard, and most importantly, uncover the greatest risk facing our country today—and why addressing it is critical for our financial future. Whether you lean left or right politically, this podcast is designed to give you clear, actionable insights that help you focus on what truly matters: building and protecting your wealth.Here's to wise investing and a bright future,Brett Pattison and Brian Hunsaker*All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index.This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results.The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.
The election is here and the rhetoric from both sides is louder than ever. In this episode, we cut through the noise and fear-mongering to bring you the insights you truly need. While there’s much we can’t predict about next week, there are key factors we do know—factors that could make a real difference for your financial future. Join Brian, Brett, and Spencer as they share their expert insights, make predictions, and reveal their strategic plan to help you navigate the election’s impact and keep compounding your wealth. Buckle up—this episode is essential listening for any investor facing the uncertainty of election season.Here's to wise investing,Brett, Brian, and Spencer*All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index.This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results.The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.
The S&P 500 has reached unprecedented heights, achieving 30 all-time highs in 2024. But with the ongoing bull market, interest rate cuts from the Fed, and an impending election, should investors consider securing their profits? In today's podcast, we draw valuable insights from the timeless classic, "Reminiscences of a Stock Operator," the biography of Jesse Livermore, a legendary investor known for his spectacular successes and catastrophic failures. As we reflect on Jesse's remarkable journey, our Chairman, Brian, shares key takeaways. Using Jesse's experiences as a backdrop, we tackle crucial questions: - Can taking profits lead to financial ruin?- How should investors respond to the Fed's rate cuts: focus on overseas markets or small-cap companies?- What's behind Brian's unflappable calm in the face of market volatility?Here's to wise investing,Brett Pattison and Brian Hunsaker
What a year for the precious metal gold! It’s returns, year-to-date, are almost double the S&P 500. With the coming apocalypse, is now the time to buy that shiny precious metal? Speaking of the apocalypse, I hear it’s coming. If you ask people on the far left, a Trump presidency will cause it. If you ask people on the far right, a Kamala presidency will cause it. So apparently it's coming no matter what. In this episode, we discuss how this coming apocalypse impacts your portfolio. We also hit on gold and of course, football (because it’s that time of year). We hope you enjoy it. Here’s to wise investing,Brett Pattison and Brian Hunsaker
The NFL just signed off on allowing Private Equity firms to invest in up to 10% of a team. Why did the NFL owners agree to this? They want liquidity. They want cash. Their asset, an NFL team, is illiquid.Liquidity is one of the most undervalued characteristics in any investment.In today’s podcast, Spencer and Brett discuss the importance of liquidity when investing. They dissect private equity, venture capital, and real estate as asset classes and why they may not be the best investment if people want cash.They also dive into the importance of investing with a “fiduciary”, someone that has your best interests in mind when helping you build your wealth.Here’s to wise investing, Brett Pattison and Spencer Nelson
The average return for the stock market since 1928 is 9.85%. In those 95 years, how many times do you think the market has ended the year between 8% and 12%?In today's podcast, we discuss how everyone's expectations of the market are often incorrect. (In fact, if you have any expectations, it's best to discard them altogether!) The stock market has experienced more years with returns over 30% than years with returns between 8% and 12%.We also discuss how the Iron Gate process helps us stay disciplined in both good and bad years. As investors, it's essential to sift through the noise and remain focused on building wealth. Let go of those expectations!We hope today's discussion helps you evaluate your past returns and look forward to future returns.Here's to wise investing,Spencer Nelson and Brett Pattison
Another year, another amazing Berkshire Hathaway annual conference. This year Warren Buffett recently made headlines after selling 10 million shares of Apple stock and building a cash hoard of $189 billion. In today’s podcast we discuss: 1. Why Buffett sold 10 million shares of Apple stock. Is Apple doomed as a company as the headlines would make you believe?2. What in the world do you do with $189 billion in cash?We also discuss one of Buffett’s weaknesses (which he admits himself), and what we can learn from it. As well as technology, Boeing, AI, and much more in today’s podcast.Here's to wise investing,Brett, Brian, and Spencer
In an election year, the media tends to emphasize market uncertainty, potentially leading to short-term thinking.Some fear a market correction, especially with recent NASDAQ gains, prompting thoughts to postpone decisions until after the election for clarity.What type of impact will the election have? Should it matter?What about Artificial Intelligence? Is now the time to invest? In this episode, we discuss the answers to these questions and add a little college sports into the mix. Here's to wise investing,Brett, Brian, and Spencer
Warren Buffet once said, "Someone's sitting in the shade today because someone planted a tree a long time ago."In this episode, we talk about three things you need to be aware of if you want to build wealth for your future. 1. Understanding the Stock Market: What do you need to know to create wealth?2. Choosing the Right Investment Accounts: Do you know which accounts are best for you?3. Trusting the Investment Process: Do you have the right investment plan for you?The answers to these questions may surprise you.Here's to wise investing,Brett Pattison, Brian Hunsaker, and Spencer Nelson
The S&P is at an all-time high. Did you miss the chance to invest?In this episode, we discuss the psychology of investing, while debunking myths around market timing and valuation.It's important to embrace a long-term perspective and avoid the trap of trying to time the market based on short-term fluctuations. Here's to wise investing,Brett Pattison and Brian Hunsaker
What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market. Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic or political events typically leads to failure in the long run, especially considering the noise surrounding the upcoming 2024 elections. We're committed to our disciplined approach, focusing on owning businesses and not being swayed by short-term market trends.Here's to wise investing and a great 2024,Brett Pattison and Brian Hunsaker
If you're a regular listener, you know how much we admire Charlie Munger. Unfortunately, Charlie passed away on November 28, 2023. On this special episode, we talk about the FIVE ways Charlie Munger has influenced Iron Gate Global Advisors and us personally.After listening, we hope you feel the impact of Charlie Munger as well. Here's to you, Charlie,Brett Pattison and Brian Hunsaker
Iron Gate just celebrated our 24th year. Through these years, we've seen tumultuous times, such as the dot-com bubble burst of 2000 and the 2008 financial crisis.How do we navigate through these times? It comes down to a very important concept: who is steering the ship?Great business leaders are pivotal in steering their companies through rough seas and adapting to market changes. That's why buying companies with great leadership is one of our four criteria to investing.In this episode we explore the art of investing in a messy world, where proven businesses and smart CEOs are crucial.Here's to wise investing,Brett Pattison and Brian Hunsaker
The Wall Street Journal indicated that 26% of Americans now believe gold is the best long-term investment, up from 15% in 2022.There are plenty of advertisements encouraging you to rollover your retirement accounts into gold or even buy gold at Costco! So let's explore the surge in gold's popularity and tackle a pressing question: Is gold genuinely a wise long-term investment or something altogether different?In this episode; we evaluate the following:1. Gold's Rising Favorability2. Gold as an Investment3. Historical Performance4. Armageddon StrategyIf you're intrigued by the allure of gold as an investment or an Armageddon safeguard, you won't want to miss this.Here's to wise investing,Brett Pattison and Brian Hunsaker
Have the rising interest rates affected you? How do these increases affect businesses?In this episode, we emphasize the critical importance of a company's financial health and its ability to navigate the challenges presented by rising interest rates. Through the lens of Apple, we showcase a company with a strong balance sheet and the capacity to seize opportunities, invest in other businesses, and return value to shareholders.By following our investment process, we can focus on high-quality businesses that not only survive during these times, but thrive.Sir John Templeton once stated, "The four most dangerous words in investing are: 'this time it's different.'" Well, we believe this time it truly is different. Here's to wise investing,Brett Pattison and Brian Hunsaker
In a world bombarded by distractions, finding your focus can be like searching for a needle in a haystack. But fear not, because in this episode, we'll explore the invaluable role focus plays in every aspect of our lives. Focusing on your financial plan and goals is the top priority. Investors should not get too distracted by macroeconomic events or market fluctuations but rather concentrate on their individual financial plans and the fundamentals of the businesses they invest in.Where the focus goes, energy flows.Here's to wise investing, Brett, Brian, and Spencer
In this episode, we breakdown a recent memo by Howard Marx titled, "Fewer Losers, or More Winners?".We discuss three important ideas from this memo: 1. Risk Control vs. Risk Avoidance - the importance of understanding the difference between the two.2. The Risk of Taking Too Little or Too Much Risk - the balance between taking risks and avoiding them.3. Warren Buffett and Charlie Munger's Investment Approach - the similarity between their approach and our process which involves controlling risks, holding onto quality assets, and avoiding big losses to create wealth.Here's to wise investing,Brett Pattison & Brian Hunsaker
If you are a current client and are dealing with the TD Ameritrade/Charles Schwab Transition, this episode is for you.
Brett sits down with our Client Services Director, Katie Sano, and dives into the frequently asked questions regarding the transition and how it affects our clients.
Here's to wise investing,
Brett Pattison & Katie Sano
In today's episode, we discuss disciplined investing, mastering your emotions, and thriving in the upward momentum of the market.
We kick things off by analyzing the performances of the S&P 500 and NASDAQ this year, then discuss "window dressing".
Ever heard of it? We're shedding light on this practice where portfolio managers adjust their holdings quarterly, and we're exploring the role of market psychology. Be cautious during September – a historically bumpy period for the market.
But hold on, it's Fear of Missing Out (FOMO) time! We're getting into the nitty-gritty of the fear that surfaces when the market is on fire. Our advice? Don't let it sway your investment decisions.
Patience and precision are key. We're here for the long haul, prepared for whatever twists and turns the market brings.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
What a great start to the year!
Despite the market performing well, ‘experts’ predict new lows ahead, with the commercial real estate market expected to be destroyed, and some experts claiming the next bubble is in money market funds. Gloom and doom predictions are everywhere you look.
So, how can the market be up given the negative sentiment?
In this episode, we discuss just how the market is so positive with all the negativity we see and hear about daily. We follow Jay Leno’s famous “headlines” segment as we discuss some of the dumbest headlines of the week.
Lastly, we discuss how investors are should ignore short-term headlines and invest long-term as the tailwind of America continues to help grow businesses.
Here's to wise investing,
Brett Pattison & Brian Hunsaker
There are two distinct types of investors: the optimistic "This too shall pass" crowd and the fear-driven "This time is different" crowd. We highlight the encouraging year-to-date returns in the S&P 500 and NASDAQ to underscore that the end of the world has been postponed once again.
The "This too shall pass" group are confident in the historical upward trajectory of stocks.
On the other hand, the "This time is different" crowd might be tempted to sell during bear markets, a cardinal sin in investing.
In this episode, we dive into the state of the stock market and explore these two types of investors.
Here’s to wise investing,
Brett Pattison & Brian Hunsaker
"Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on Euphoria." - Sir John Templeton
Retail investors (you) are becoming more bullish and eager to invest, whereas institutional investors (experts) still express pessimism.
In this episode, we discuss the performance of different sectors, such as energy, consumer staples, technology, and discretionary, and how contrarian investing (going against the herd) can lead to better returns. Additionally, we'll touch upon the growing interest in artificial intelligence (AI) stocks and how we've already invested in companies involved in AI for several years.
Remember, it's important to have a consistent investment process to own quality businesses and stay invested for long-term success.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
Ever wonder what happens at a shareholder meeting? Not just any shareholder meeting, but Warren Buffet and Charlie Munger's Berkshire Hathaway meeting?Brian, Spencer, and Dan attended the Annual Berkshire Hathaway Shareholder Meeting in Omaha last weekend. In this episode, Brian and Spencer share some highlights and the future of Berkshire Hathaway. We hope you enjoy this small glimpse into the meeting and the business you own.Here's to wise investing,Brian Hunsaker & Spencer Nelson
At Iron Gate, we do everything we can to put the probabilities of making money for you on our side. Our process for buying the best businesses in the world helps put those probabilities in our favor. A few of the businesses that we love are still down 20 – 40% from all-time highs. However, (and here’s where it’s important to understand), those businesses are more valuable to today than when their stock was trading higher.Huh? How does that even make sense?In this episode we discuss two main topics:- What is the probability that 2023 will be a positive year?- How can a business (stock) be worth more today than when the stock was trading higher?After answering those questions, we then address the 25% guy. It’s hard, especially after a bad 2022, to continue to be the 25% guy. (Listen to find out who the 25% guy is.)Here’s to wise investing,Brett and Brian
In our recent conversations with clients, a question keeps coming up, “When should I reduce the risk in my portfolio?”. 2022 was a brutal bear market so the question makes sense. Every asset class was down, most in double digits. People are tired and frustrated with volatility. In today’s episode we answer the question, “When should someone reduce “risk” in their portfolio?”. We also pose the questions: - Do people understand what risk really is?- Is a less volatile portfolio really less risky?- What role does someone’s goals play in this whole question?If there was ever a time to put a plan in place, it's now! Here’s to wise investing,Brett Pattison and Brian Hunsaker
Following a weekend of a few banks failing, we think it’s important to inform you of what happened and its impact on you. There has been some wild speculation that has caused unnecessary fear across the country. In a special Sunday night podcast, we answer the following questions: - What happened to these few banks that failed? - Is this another 2008 style bank bailout? - What does it mean to you, as a depositor, at a bank? - What would happen if TD Ameritrade, Charles Schwab, or any other brokerage failed? Would you lose all your money? We hope this podcast educates, informs, and most of all, reduces any fear you may have with this weekend’s craziness. Here’s to wise investing,Brett, Brian, and Spencer
Thanks to the Fed (and inflation), interest rates have moved higher and faster than any other time in history. It truly has been a historic rise. Here’s where we stand now – •2-year treasury is now at 5.05% (1 year ago it was 1.68%)•10-year treasury is now at 3.88% (1 year ago it was 1.94%)•a 30-year mortgage is now 6.8% (1 year ago it was 3.85%) As interest rates have risen, investors are now considering bonds, CD’s, and treasuries more than they have in the last 10 years. But is that a good idea? In this episode, Brett and Brian each take a stance on buying these investments. Their stances may surprise you. So are bonds, CD’s, or treasuries right for you? We provide information necessary to make the best decision possible. Here’s to wise investing, Brett Pattison & Brian Hunsaker
Peter Lynch, one of the greatest investors in the last 50 years, averaged 29.2% per year from 1977-1990. It's one of the best investing streaks in history.In his writing, Lynch gives 10 rules for investing that are critical in compounding wealth over time. Lynch's transparency in his approach (and success) are why so many people try to mimic how he invested.In this episode, we share, define, and discuss these rules. Here's a few examples:- Ignore economic forecasts- Buy companies with competitive advantages- Let your winners runSome of these rules are easier said than done, which is why Iron Gate Global is here to keep you on track.Buckle up! We cover a lot of important ground in this episode. Here's to wise investing,Brett Pattison and Brian Hunsaker
What would you do if you saw a crowd of people running away from something? You'd probably start running away yourself. Fear and survival take over and you take off! This common response in our brain, called the amygdala, is how we're hardwired to survive a crazy world. But is it always for the best?In this episode, we talk about how this herd mentality can lead you off a financial cliff. Compounding your wealth is to do the exact opposite of how your brain is hardwired. Listen as we discuss how to combat this response to help benefit you.As Sir John Templeton said, "Bull markets are born on pessimism...". Here's to wise investing,Brett Pattison and Brian Hunsaker
Peter Lynch, one of the best investors to live, averaged over 29% a year from 1977 – 1990. His track record is as good as there is for a 13-year time frame. Lynch was asked, “what’s the single most important key to investing in stocks?” His response . . . well, that’s what we talk about in today’s podcast. Consider the following hypothetical returns: Microsoft + 628%American Express +955% If we told you that you could experience those returns (hypothetically), but you had to follow Lynch’s “key to investing in stocks”, would you do it? (We hope you are saying yes!) For those wanting to compound your wealth, this is a MUST. We hope you enjoy it. Here’s to wise investing,Brett Pattison and Brian Hunsaker
What a year 2022 has been for every market. Inflation and interest rates have caused havoc on stocks, bonds, real estate, and much more.So what is the market going to do in 2023? In this episode, we review 2022. What predictions did the "smartest people in the room" have going into 2022? And what happened to those predictions?We then discuss the predictions going into 2023, including our own. Will the bear market continue? What will interest rates and inflation do? Then, with that as a backdrop, we discuss how Iron Gate is going to manage money in 2023.Finally, we end the podcast with a game for clients of Iron Gate. We want YOU to forecast the December 31, 2023 closing price of the S&P 500. The winner, closest to the December 31st close, will receive a $500 Amazon gift card. As of this podcast, December 21st, the S&P 500 was trading at 3904.Here's to wise investing,Brett Pattison & Brian Hunsaker
FTX was one of the most popular companies in the crypto world. Tom Brady, Steph Curry, Kevin O'Leary, and Matt Damon are just a few of the names that were promoting this company.Then, in an instant, FTX was bankrupt and client money potentially gone.In this episode, we discuss the FTX saga. What happened, the fraud involved, and most importantly, what we can learn. There are certain things investors can do to ensure this doesn't happen to them. Here's to wise investing,Brett Pattison and Spencer Nelson
Today inflation finally ticked below 8%. While it’s still too high, investors finally felt a little more confident buying stocks. The market soared on the news.
In this episode, we discuss what impact inflation under 8% really has on the market. We also address interest rates and their move which have been historic.
Can we finally see the light at the end of the bear market tunnel?
Listen to find out.
Here’s to wise investing,
Brett and Brian
As Halloween approaches, nothing has been scarier this year than the stock, bond, housing, and any other market. As scary and dark as it has been in 2022, there's a pretty good opportunity in front of you if you just turn on the lights.
In this episode, Brian and Brett discuss how to prepare for the next bull market during a bear market.
Brett learned something very important in 2007-2009 while he was working for a brokerage firm. He did the exact opposite in his portfolio than what Brian did for Iron Gate clients. As you listen to this important experience, you will learn how important it is and how to prepare for the next bull market during a bear market.
Our goal is to help our clients in their journey to financial freedom.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
Everything is down. Bonds. Stocks. Real Estate. Gold. Everything. The only things that have gone up are the essentials you pay for to live, which in a nutshell, is inflation!
In this episode, we address some very important questions. Questions with answers that will calm the nervous investor.
These are questions that have come directly from clients. We're guessing that you have had or have some of these same questions.
Here's some of what we discuss:
- How much further will the market go down?
- What is the impact of raising interest rates on the economy?
- What's on the other side of this bear market?
And our favorite (or our clients' favorite) would you rather own cash, stocks, real estate, or gold?
If you listen to one podcast in 2022, this is the one you need to listen to. We hope you enjoy it.
Here's to wise investing,
Brett, Brian, and Spencer
As market volatility and uncertainty continues, are you prepared to weather the storm?
In this episode, we discuss the steps Iron Gate is taking to ensure our clients are positioned appropriately to not only protect their wealth, but continue to build for the future.
Here's to wise investing,
Brian Hunsaker and Spencer Nelson
What an exhausting year! The market can't seem to get any momentum. Everyone you talk to is pessimistic and afraid of the future. Pessimism is as high as it's been in history (or since they started tracking it).
Here's a few reasons why the pessimism is so high.
- The Fed raising interest rates
- High inflation
- The Ukraine war
- China threatening Taiwan
- Upcoming mid-term elections
So, with all of that happening in the world right now, what is the market going to do?
In this episode of our podcast, we discuss our forecast for the future.
Here's to wise investing,
Brett Pattison & Brian Hunsaker
We’ve mentioned options on this podcast in the past. Today’s the day we dive in!
Today, we discuss options and how they are used in the Iron Gate Portfolio.
First, we discuss the goals of options. Why do we trade them in our portfolios? Then we dive in to the risks, rewards, volatility, and the potential pitfalls of adding options to a portfolio.
We hope you enjoy this introduction to options.
Here's to wise investing,
Brett Pattison & Brian Hunsaker
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Options are not suitable for all investors as the special risks inherent to options may expose investors to potentially rapid and substantial losses. Past performance is not indicative of future returns. Information herein has been obtained from sources which we believe to be reliable, but accuracy is not guaranteed. For more information about this portfolio please contact Brett Pattison at 888-591-0334 or brett@igga.com.
There are many ways to invest. From day trading to swing trading to buying a stock because of a pattern you see on a chart.
In this podcast, we discuss the evolution of Iron Gate's investing process. We share with you how we started out investing using popular methodologies, to how we invest now.
For the first time in a podcast, we share our four criteria that makes a good investment AND reduces risk. Some of these criteria are common sense and some take hours and hours (hundreds of hours in some cases) to figure out.
We hope this clarifies how Iron Gate not only invests, but how we are different than 90% of other firms.
Here's to wise investing,
Brett Pattison & Brian Hunsaker
Like a parent telling a young child to not touch the hot pan on the stove, there are certain things you should NOT do in a bear market. It’s important for us, as fiduciaries, to discuss these things so YOU don’t get burned.
Fear (not a hot pan) is the main culprit that tempts far too many people to these two big mistakes. The ugly headlines, the balance of your accounts going the wrong direction, and the media’s attempt to scare you to death, certainly do not help in trying to avoid making mistakes.
Last week’s podcast discussed the first big mistake. Today we reiterate that important concept and discuss big mistake #2.
We hope it helps calm nerves and most importantly, gives you a game plan for navigating the turbulent times.
Here’s to wise investing, Brett and Brian
The million-dollar question (or maybe desire) that many investors have is "Has the market bottomed?" or "Can you time the market bottom?".
In today’s podcast, we discuss these very questions. Can it be done? And if it can be done, what difference would it make to my returns/wealth?
We are living through the market's worst start to a year since 1970. Investors are not feeling great. This podcast will hopefully shed some light on whether bear markets even matter over time.
Here’s to wise investing,
Brett Pattison and Spencer Nelson
Congratulations! You just made it through the worst 6 months to start the year since 1970. (I'm sure that's not the congratulations you were hoping for!)
But seriously, you've made it through these 6 months and haven't done anything drastic that will destroy your long-term wealth. That does deserve a high five!
In our podcast today, we took the three most asked questions from our clients to discuss. Here they are:
- What is causing this big ugly bear market?
- The impact of inflation on a portfolio (this will blow your mind).
- What it will take for this bear market to end and a new bull market to start?
We hope you enjoy this podcast and most importantly, we hope you have a great 4th of July holiday celebrating the greatest country on the planet.
Here's to wise investing, Brett, Brian, and Spencer
What a brutal year. The market is in a bear market, inflation is raging, and a recession is likely on its way (if not already here). No good news to be found anywhere.
So, what’s next?
In today’s podcast we look at the last three times in history that we’ve had – High inflation Rising interest rates A bear market
In our research we noticed an interesting correlation between inflation and the bottom of bear markets. This correlation is something to keep your eye on moving forward.
We also discuss the duration and damage of bear markets and what investors should be doing while it’s happening. Finally, we share the good news with you, which is, all bear markets are temporary, and there is a new bull market on the other side.
Here’s to wise investing,
Brian and Brett
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment. Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions. Past performance does not guarantee future results. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor.
The market is down, inflation is high and investors are on edge. Talks of a recession are everywhere. In this podcast, we discuss whether or not we're in a recession right now. If we are in a recession, what changes should be made to your portfolio? We also discuss building a dream team of Tom Brady's and Jerry Rice's in your portfolio. We hope today's conversation helps calm nerves and provides guidance. Here's to wise investing, Brett and Brian
Humans are hard wired a certain way. The way our mind works allows us to laugh, love, have joy, experience pain, live, fight to live, and much more.
The problem with the brain is that it’s wired in a way that interferes with investing and making money. Often times our brain tells us exactly the opposite of what we should be doing.
In today’s podcast we discuss how your brain is your enemy. We share how making and losing money makes you feel and how you need to completely ignore those feelings.
The more you understand about what lies in between your ears, the more profitable you can become.
Here’s to wise investing,
Brian and Brett
The stock market has been a dumpster fire. The bond market, which is supposed to be safe, has been even worse. In one of the first times in recent memory, there is not an asset class that has been good for your money.
So, what should you be doing right now?
Today we held a special podcast where we discuss the state of the market including bonds, stocks, inflation, interest rates, and more. We also discuss exactly what you should be doing right now. (Hint: Warren Buffett is doing this exact thing right now.)
We realize that none of us like to see the market fall in the way that is has fallen. It’s painful and emotional. We hope this podcast helps calm your nerves and keeps you focused on the future.
Here’s to wise investing, Brett, Brian, and Spencer
Here are a list of topics that we have talked about with clients recently:
Inflation at 8.53% Fed tightening/raising interest rates Ukraine/Russian War China's lockdown Mid-term elections coming up Covid aftermath
(We're exhausted just making that list!!)
So, with all that going on, should we just get out of the market and sit this one out?
In today's podcast we discuss whether moving to cash is a good idea or not. We look back at some "end of the world" type events that have occurred in the past 35 years and what the market has done.
Lastly, we discuss how important it is to maintain a calm voice and mind while chaos is everywhere.
Here's to wise investing,
Brett and Brian
How many of you know individuals that love drama in their lives? I'm sure all of you do!
That's the news media. They LOVE drama!
In today's podcast we discuss the next big event, that is supposedly suppose to crash the market. That big event is the upcoming recession.
Our goal is to present the facts so you have a little less drama in your life.
Here's to wise investing, Brett and Brian
Ben Franklin once said, “if you fail to plan, you plan to fail.” To that we say Amen!
In today’s podcast we talk about our plan and most importantly your plan for the current, ugly, market.
The stock market is NOT a place to make things up as you go, that’s when capital is destroyed. That’s why this podcast is so important.
Having a plan for buying businesses, managing cash needs, trading options, and more is vital to accomplishing your long-term goals.
Here’s to wise investing,
Brian and Brett
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Inflation, interest rates, debt, and now a war. Investor fear is as high as it's been since the Covid Bear Market. In fact, this market sure feels like a bear market!
With all the uncertainty, what do you do now?
In this podcast, we discuss the four things that are driving the markets lower. We then discuss the following:
- What should retired investors be doing?
- What should those that aren't retired by doing?
We also share exactly what we've been doing at Iron Gate over the last week. (We've been busy!)
Lastly, if history is any gauge, we share what the statistics say about bear markets and corrections. We firmly believe, the future is bright.
Here's to wise investing, Brett & Brian
It’s been a wild 2022! Many popular investments from 2020 and 2021 have been hammered.
SPACs are down well over 50%. At one point, half of the Nasdaq stocks were down more than 50%. The market has been all over the place as many bubbles have been popping.
In today’s podcast we open a can of topics, including:
- The market’s correction
- Inflation
- Stop losses
- Bonds
- Bubbles that are popping
- Risk
- Allocation of portfolios
Lastly, we discuss what the investor should be thinking during a volatile time in the market.
We hope you enjoy!
Here's to wise investing, Brett Pattison & Brian Hunsaker
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment. Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
If you’ve been reading or listening to any financial news (which we suggest you don’t), you’ve read something like this headline (from Axios) – “It’s official: Stock market having worst start to year ever”.
While this is true, it’s truly lacking any sort of perspective at all.
In today’s podcast, we discuss the market volatility, the worst start to a year ever, and why investors should be excited not fearful. We look under the hood of the market and discuss a bubble that is being popped, and why this is a good thing.
If you're retired and living off your investments, we have advice for you. If you’re not retired and you're still accumulating wealth, we have advice for you too.
Most importantly, this podcast will help you relax and enjoy your weekend.
Here’s to wise investing,
Brett Pattison and Brian Hunsaker
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
"What is the market going to do in 2022?"
This is the question that everyone asks themselves (and us), at the beginning of each new year.
The past five years the S&P 500 has averaged 18.5%. Can it continue to go higher? It has to go down eventually, or does it?
The other big question on people's minds comes from the circus tent known as Washington D.C. What will happen with the Build Back legislation? Will my taxes go up? What should I do about it?
Brett and Spencer answer all these questions and more in the first podcast of this new year.
Here's to wise investing,
Brett Pattison & Spencer Nelson
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
The final months of 2021 have brought some volatility to the market.
In this podcast, we discuss the three main things on investors minds; the Omicron Variant, the Build Better Back bill, and the impact of inflation.
We wish you and your family a Merry Christmas and a Happy New Year!
Here's to wise investing, Brian Hunsaker and Spencer Nelson
Warren Buffett shared the rules for investing, "Rule number 1: Never lose money. Rule number 2: Don't forget rule number 1."
So what's the next move with the market and why does that matter?
In today’s podcast, we discuss everything that's wrong with the market right now and what impact that could have on your portfolio. As well as the true meaning behind Warren Buffett's rules.
Here’s to wise investing,
Brett Pattison and Brian Hunsaker
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Let's pick up with our conversation last week on increasing your probabilities of making money.
There are many fads in investing. Some that can increase your probability of making money and some that will decrease it. There is also a right way and a wrong way to invest in these fads.
In today's podcast, we discuss the right way to invest in these fads so you can stack the probability of making money in your favor.
Here's to wise investing, Brett Pattison & Brian Hunsaker
This is for educational purposes only and does not constitute recommendations of any kind. Please contact a professional before making financial decisions. There is risk when investing including the loss of capital. Understand the risks before making any decisions.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions. Please notify Brett Pattison of any change in your financial circumstances or investment objectives. Past performance does not guarantee future results
In the world of investing, increasing your probability of making money should be everyone's goal.
Unfortunately, the mistakes that most investors make have nothing to do with market knowledge, strategy, or picking stocks. The biggest mistakes are made because of emotion and fear.
In this podcast, we discuss three characteristics that investors (business owners) should have. It is the foundation of what business owners should believe. If implemented by an investor, it is our belief that it will, over time, increase the probability of compounding your wealth.
Here’s to wise investing,
Brett Pattison and Brian Hunsaker
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Most people understand what it means to own real estate. You own dirt and possibly a building or two. You make money as the real estate appreciates and you receive possible rental income.
But most people struggle in understanding what it means to own a stock. Why?
In today's podcast, we discuss what it means to own a stock and why it's really not that different from owning real estate. We also discuss how long term financial success can happen if you do, or don't do, certain things.
Here's to wise investing, Brett, Brian and Spencer
Our podcasts are driven by you, the listener. The feedback we receive from you, ultimately ends up becoming the podcast of the week. Topics like GameStop, gold, inflation, SPACs, and why fixed income is well.... you know.
This week we received a question that was so basic to us, we figured the listener would just know. Well, that was a mistake.
The question is simple - There are thousands of of advisors and firms like ours across the nation, what makes Iron Gate Global Advisors so unique? Why would someone trust us vs. the other guy?
In today's podcast, we discuss these questions. We also share our experiences that have led us to where we are today.
We hope you enjoy as we take a step back and get back to the basics.
Here's to wise investing,
Brian, Brett and Katie
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
The biggest risk to investors, especially those in retirement, is the loss of purchasing power over time.
Inflation is a silent killer for an investor's portfolio and can impact the way people live in retirement.
In today's podcast, we discuss inflation and three reasons why it is over 5% today.
We also address what investors can and should do to overcome this silent killer within their portfolio.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Maybe you've read it, maybe you've heard about it - Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA Accounts. How did they do it?
Tax Evasion or Smart Investing?
"Propublica" recently posted an article about Roth Conversions that received some mixed feedback. The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free.
In today's podcast, Spencer and Brian have some answers regarding how this is possible and how this same strategy may be beneficial to you.
Here’s to wise investing,
Brian Hunsaker and Spencer Nelson
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
In today's world, it's pretty easy to buy a stock. You like the company and believe in its product or service, so you buy. The hardest thing, though, is knowing WHEN to sell.
In this podcast, we outline the THREE primary reasons we would sell and discuss the "why" behind each of them.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
There are THREE big questions on the minds of almost everyone we’ve been talking to:
1) “Should I own Bitcoin/Dogecoin?”
2) “With the market up 87% from the March 2020 lows, should I take “risk” off the table and be more conservative?”
3) “Inflation is out of control! Is it going to hurt the market and my investment?”
Sit back and get the straight answers to these questions and more!!
Here’s to wise investing,
Brett Pattison and Brian Hunsaker
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
In today’s special podcast, we welcome back our good friend, Jed DeVries.
Jed joined us 14 months ago in the midst of panic, hardship, and "hell" as we discussed the COVID panic.
Today, we look back at that time so that we can look forward.
We discuss the Iron Gate process, including the actions we took for our clients. Jed shares his thoughts on how he's been able to accomplish his goals to become financially free.
Most importantly, Jed reminds us that greatness is accomplished after the hardship.
We hope you enjoy this conversation as much as we did.
Here’s to wise investing,
Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
In the world of financial advice, there’s an important element that everyone should understand: What a “fiduciary” is and why you should only invest with a firm that is a fiduciary.
So, what does this mean? A fiduciary is someone that legally has to bring your own interest before their own. Iron Gate Global is a fiduciary firm.
What else does it mean? It means telling our clients what they NEED to hear not what they WANT to hear.
In today’s podcast, we tell the truth. We tell people what they need to hear not necessarily what they want to hear. Our focus is investing for the next 5 – 10 years and what asset classes are poised to help our clients accomplish their financial goals.
If you’re a professor teaching modern portfolio theory (or if you think bonds are conservative) you will absolutely want to listen to today’s podcast.
Here’s to wise investing,
Brian and Brett
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”.
For most, this is a hard question to answer. Too many people are sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t?
In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am I a successful investor?”.
These THREE steps are the foundation for investing and they are what we help our clients with every day. As you listen, write these steps down and see if you can answer the question, “Am I a successful investor?”.
Here’s to wise investing,
Brett, Brian, and Spencer
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
One year ago this week was one of the best buying opportunities the market has had since the financial crisis. It’s been one year since the market hit a low on March 23, 2020.
We all have experienced a roller coaster ride in the last year. A pandemic, an election, riots, and a stock market that is up 75% since hitting its low.
In the last year we have also watched investors make a lot of mistakes. In today’s podcast we talk about those mistakes and how to avoid them in the future.
Most importantly, we discuss the biggest mistakes investors are currently making. How the fear of missing out (FOMO) could cause the next market correction and how investors are like a dog chasing its own tail.
It’s one of those podcasts that will help you come back to the foundational principles of building wealth.
Here's to Wise Investing,
Brett and Brian
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
One of our favorite investors, Sir John Templeton said the following – “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.”
There is no doubt that there are certain areas of the market that are in the “euphoric” state right now. EV, penny stocks, and SPAC’s are a few of them.
In today’s podcast we discuss some of them including one in detail, SPAC’s. What is a SPAC? Why are they so popular and why do we think they are in a bubble right now?
We also discuss Warren Buffett’s annual letter to shareholders and what we learned from reading it.
Here’s to wise investing,
Brett, Brian, and Spencer
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
So much has been made lately about the disadvantages that the individual investor has vs. the hedge fund. The GameStop fiasco has people talking about this more than ever before, even Congress is discussing it in D.C.
In today’s podcast we discuss this disadvantage in detail. Brian and Brett discuss that it’s actually not a disadvantage at all! If you understand the probabilities of making money in the market, the individual investor has more of an advantage today than ever before in history.
The only problem is that people can’t take advantage of the only advantage they have. Why is this the case and how do people overcome it? That’s what today’s podcast is all about.
Here’s to wise investing,
Brett and Brian
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations. Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Here are a couple of our favorite statements that we’re hearing a lot of lately:
“We’ve gone too far too fast.” “This market is in a bubble, it has to fall!” “The market can’t keep going up day after day.” Some of those statements might be true . . . but they might not be true either. The one thing the market will do is keep you guessing.
In today’s podcast we address all of these statements and how an investor should navigate the current market. We also discuss the risk and reward of a correction in the market and how an investor should be thinking about their own wealth.
We hope you enjoy today’s podcast.
Here’s to wise investing,
Brett Pattison and Spencer Nelson
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
In today’s podcast we welcome real estate expert (and friend) Rich Day to the podcast. Rich has over twenty years’ experience in the industry and has had real estate projects all over the country. He’s someone that we can count on for truthful, transparent real estate advice.
We discuss the following with Rich:
- What makes a good real estate investment?
- How is real estate investing similar to stock investing?
- What is the role of real estate in a portfolio?
- What advice would you give people looking to invest in real estate?
We discuss this and much, much more. For those of you that have any interest in real estate as an investment, this podcast is for you.
Here’s to wise investing,
The Iron Gate Team
*Rich Day is not affiliated with Iron Gate Global Advisors and is not paid by Iron Gate Global in any way. This information is for educational purposes only. For more information about real estate investing opportunities email Brett Pattison at brett@igga.com. The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
GameStop, AMC, BlackBerry. These are a few of the stocks that are getting national attention by everyone right now. Their stock prices are soaring and it’s causing a disruption in the market and has upset a lot of people.
It’s a complex story that has pitted the small investor vs. large hedge fund vs. brokerages vs. clearinghouses vs. public opinion.
In today’s podcast we unravel the whole story for you in a simplified way. We discuss who’s right, who’s wrong, what it means for the market and what it may mean for you.
Here’s to wise investing,
Brett, Brian and Spencer
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Today’s stock market, in some ways, reminds us of the late '90s and in other ways, it’s completely different.
The similarity between now and then, as we discuss in the podcast, is the euphoria that exists in some pockets of the market. The people invested in these pockets are starting to make some loud noise. They remind us of the Hare in Aesop’s famous fable.
In today’s podcast, we discuss how important it is to have a process in place for investing, the importance of discipline to that process. We also discuss that pesky Hare and the consistent Tortoise and what we can learn from them with regards to your investments.
Here’s to wise investing,
Brett Pattison and Brian Hunsaker The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
After a rough start to the year, the market has been skyrocketing higher and higher. Whenever this type of market movement occurs, something else also occurs.
- People start day trading for a living.
- People start bragging about unbelievable returns.
- Firms start marketing promises that are unrealistic and often dangerous.
In today’s podcast we discuss the notion that if it’s too good to be true, then it often is.
Here’s to wise investing,
Brett, Spencer, and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
In today's podcast, we discuss the current US debt situation, the role of spending, and how it may impact your portfolio.
We also discuss the DOW 60,000 and the KEY character trait to making money over time.
Here's to wise investing, Brett, Brian, Spencer and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
There are two things in the market that cause great fear. They're referred to as "known unknowns" and "unknown unknowns". What do we mean by this and how do you prepare for them?
Listen to today's podcast and you'll find out. It's not the "known unknowns" that get you, it's the "unknown unknowns".
Here's to wise investing,
Brett and Brian
How would you answer the following question – what makes you more nervous?
- a 30%+ stock market crash
- Inflation
The answer to this question may surprise you. In fact, most people answer it incorrectly.
In today’s podcast we discuss fear and its impact on investing. There’s a part of our brain that helps us survive. It’s also the part of the brain that can cause us to make the worst decisions.
In a year where fear of the market, and a fear for your life has dominated the headlines, this may be the most important podcast you listen to all year long.
Here's to wise investing,
Brett, Brian, and Katie
In today's unique podcast, Brett, Brian, and Spencer join together to discuss three questions that our clients have been asking lately.
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What should investors know about the political uncertainty that is in our country right now?
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Trading is at an all-time high, how are you investing my money?
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In reviewing everyone's election predictions, who was right? Who was wrong?
They'll also share what is on their minds as we move into this week.
Want to watch these guys instead of listen? Watch us on YouTube: https://youtu.be/MaXCfW49wbs
Here's to wise investing,
Brett, Brian, and Spencer
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
After a year full of earthquakes, a pandemic, rumor of election fraud, stimulus packages, and potential government gridlock, would you believe that, as of this podcast, the S&P is up 9.08%?!?!
Based on what we know today, it appears Joe Biden will be our new President, the Republicans will control the Senate, and the Democrats will control the House of Representatives.
So what does all of this mean for YOU and your FINANCES?! Today we discuss the impact this could have on your portfolio and your financial plan and what YOU can do about it.
Here's to wise investing,
Brett, Brian, and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
A critical risk retirees face is running out of money. In today's podcast, we discuss how to overcome this risk. We breakdown the popular 4% rule and the reality of what that looks like today and what you need to know to ensure you are properly prepared.
Brett and Brian explain why overcoming this risk may mean you should be invested in stocks, more than may be comfortable, and even longer than you may feel comfortable.
Here's to Wise Investing,
Brett, Brian, and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
"The Four Most Dangerous Words in Investing Are: This Time It's Different." Sir John Templeton
With the 2020 Presidential Election only TWO weeks away, we have heard the phrase "This Time It's Different". With this phrase, comes uncertainty regarding politics, the future of our country, and the economy. However, one thing is absolutely certain, market VOLATILITY.
In today's podcast, Brett and Brian discuss the difference between RISK(permanent loss of capital) and VOLATILITY (being forced to sell assets at a lower price than you originally started)AND what YOU can do to defend yourself against both.
Do you have a Roth IRA? Do you have Automatic Contributions set up? Don't miss their discussion on the opportunities these two simple things provide.
Here's to Wise Investing,
Brett, Brian and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
The current polls are predicting Biden/Harris to win the 2020 Election. So what happens to the market with the change of presidency? We've had lots of questions from clients regarding this uncertainty.
Our podcast today, discusses THREE main questions: - Should I sell stocks before the election? - What happens to the stock market if Trump wins? - What happens to the stock market if Biden wins?
Don't miss out on hearing Brian and Brett's answers to these questions as well as their plan with their personal accounts.
Here's to wise investing,
Brett Pattison and Brian Hunsaker
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
- What a crazy year it’s been….and it’s not over yet.
In today’s podcast, we review what has occurred in 2020 – a bear market, a bull market, earthquakes, hurricanes, and so much more!
We also look at the next THREE months. We discuss what’s next and what an investor should do about it.
If you’ve made it this far in 2020 as an investor, congratulations! BUT, it’s not over yet!
Here’s to wise investing,
Brett and Brian
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
In today's podcast, you will learn the following:
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When to react or not react in the market.
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How to anticipate something and to act or not.
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When is the right time to sell stocks.
Ever wonder which president was in term when the stock market had its best run?
Listen, learn, and invest!
Here's to wise investing.
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
There are two fundamental truths about the market.
- Price declines are temporary
- The value of great businesses rise when these declines occur
In today’s podcast we discuss those two important truths. We discuss two very different companies and how the value of their businesses have risen despite the bear market.
The information should get you thinking a little different the next time a bear market occurs. What the media focuses is often times wrong.
Here’s to wise investing,
Brett Pattison
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Bonds are known to be less risky than equities, however, this is not true. If you look at the long-term, as we do, bonds are a riskier investment and the odds of losing money are far greater in bonds than stocks. Do we own bonds, yes, but it is for a particular reason.
Brett and Brian will explain why bonds are risky and in what circumstances you will want to own them.
Here's to wise investing!
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
In the midst of the Covid-19 pandemic, how did we just finish the 9th best quarter since 1928?
When the markets fall as fast as they do, typically, they rebound faster than everyone believes it's going to. This is what is happening.
Today's podcast dives into the effects that Covid-19 has had on the market and your portfolio, good and bad.
Brian and Brett discuss the reasons behind the market rebounding so much and the position our country is in to handle the stresses this virus has caused. The statistics may surprise you.
Here's to wise investing!
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Which political party is better for the market? Republican? Democrat?
Guess what? It doesn't matter. Your financial future does not change.
How can this be?
Brett, Brian, and Spencer discuss the historical data of the impact political parties have had on the average returns of the market.
Here's to wise investing!!
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
In 2020, about 65 million Americans will receive over one trillion dollars in Social Security benefits. How can you be assured you are maximizing your benefits?
In today's podcast, our financial planners, Spencer Nelson and Matthew Newman discuss common questions about Social Security and what you need to know.
We are here to help. A financial plan allows for an analysis of your unique situation and offers suggestions to maximize your Social Security benefit. If you'd like to talk with Spencer or Matthew, click on their picture below.
Here's to wise investing, Spencer, Matthew, and the Iron Gate Team
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
The stock market has roared back the last month despite horrible news. The current sentiment in the market is overwhelmingly bearish.
Almost everyone we hear on T.V. and talk to believes the market is going to fall.
So, should we wait for the market to bottom before buying more stocks?
That is the topic of the day. After a 30+% positive market move, should we wait to put more money to work?
In today’s podcast we talk about timing the market, the risk/reward of putting more money to work right now, and much more (including Michael Jordan destroying our dreams!).
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
“The four most dangerous words in investing are: this time is different.” – Sir John Templeton
The Great Depression. The 9/11 terrorist attack. The Financial Crisis . . . and now the Coronavirus pandemic.
In the midst of this current pandemic, as businesses fail and unemployment heads to 20%, it’s easy to say “this time is different”.
In today’s podcast we explain why this time won’t be any different than the bear markets that preceded this one.
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
The bear market hit hard and fast. On March 23rd the S&P 500 was down 37%. It did that in only 23 days. The investor fear gauge hit the magical number of one, which is as fearful as it gets. The economy shut down, and is still shut down.
Since that day on March 23rd, the S&P 500 has rocketed up 27.50%. We are now down only -13.50% on the year. With a shutdown economy we are only down -13.50%.
The question remains – Is now still a good time to invest? Is the market going to fall again? Should we wait for the dust to settle to invest more cash?
Those are the questions discussed in today’s podcast. We hope you enjoy.
Here’s to wise investing,
Spencer, Brett, Ella and the Iron Gate Family
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
The market has fallen 30% from its highs in only 27 days. The country is shutting down and isolating itself.
The pain, fear, and emotions that our country is going through is real and hard. We all know that investing is a marathon not a sprint. But the pain and fear within that marathon has us all asking…
What do we do now?
Should we sell our stocks? Should we buy gold? Should we quit? Should we keep going? In today’s podcast we are joined by our friend and colleague Jed DeVries. He shares his insights of going through difficult times during real ultra-marathons.
The heartache, the fear, the wanting to quit, the actual quitting and the actual finishing and joy that comes from it are the topics of the today’s podcast.
If there was a podcast to listen to at a perfect time to listen to it, it is today’s. Let Jed’s experiences motivate you to know there is joy in the journey, despite the pain we feel along the way.
Please take the time out of your day to listen to this important podcast.
Here’s to wise investing,
Jed, Brett and the Iron Gate Family
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
arlier this week we sent out a letter to our clients discussing the market chaos that is occurring. Well, the chaos has continued! The market as it stands today is down 20% off its highs.
Warren Buffett famously said, “it wise to be fearful when others are greedy and greedy when others are fearful.”
Fear right now in the market is approaching 2008 levels. The CNN Fear and Greed index (shown below) is at a level of “extreme fear.” So how do you actually go about doing what Warren Buffett famously said?
In today’s podcast we address the fear that many are feeling right now. We address the idea of moving into cash and selling your stocks and why that strategy isn’t a successful one.
We then discuss several things that people should consider right now, including refinancing a mortgage, reviewing and adjusting a 401k, putting cash to work, and much more.
We hope this information is useful and helps you understand that volatility in the market provides an opportunity.
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
The market is down 8% since hitting all-time highs on February 19th. The past two days have been volatile to say the least.
The big global worry – the Coronavirus.
In today’s podcast we discuss the Coronavirus, it’s impact, and what investors should do.
When the market is trading at all-time highs, everyone is cheering for a market correction (pullback) so they can buy great businesses at cheaper prices. Then when that correction comes, the reaction emotionally is very, very different.
Listen to this important podcast to understand exactly what you should be doing and thinking.
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
With the market making all time highs seemingly every week, we’ve been asked, “When is the market going to crash?” Our immediate answer focuses on two things –
- No one knows when the market is going to crash.
- It might happen when we see excesses in the market.
In this week’s podcast we discuss how excesses in the market (also known as euphoria) might be the one thing to cause the next downturn.
We look back at history, the late 90’s and 2007 – 2008 to discuss what happened when excesses caused the market to crash and how indexing certainly was not the best answer.
We discuss not only the excesses, but more importantly, What did we do about it back then? What are we going to do about it now?
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Every year, the market falls at some point. Since World War II, the average yearly fall has been -13.8%. But what if it falls even more? Down 20%?
That, my friends, is known as a Bear Market. In today’s podcast we talk all about these ugly Bear Markets.
We discuss what investors can expect, how the individual investor managing their own money typically performs, and exactly how you should prepare. You won’t want to miss this one!
Here’s to wise investing,
Iron Gate Global Advisor
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Once again, the pessimists got it wrong. Despite what was supposed to be a horrible year, the market in 2019 was excellent!
In today’s podcast, we review the biggest stories of 2019 and our forecasts (kindof) for 2020, including ONE THING that we strongly believe will happen.
Lastly, we share with you our process and the importance of discipline when managing money, a philosophy of Iron Gate Global that will NEVER change.
Here’s to wise investing,
Iron Gate Global
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Finally. A death that should have occurred a long time ago has finally come.
Bank of America recently put the final nail in the coffin of one of the most popular strategies taught and implemented over the last 50 years. Odds are you’ve probably at some point in your life had this portfolio strategy implemented for you, or maybe you still do?
For some reason academia and the majority of portfolio managers loved this strategy. At Iron Gate, we’ve never subscribed to the philosophy and are glad that people are realizing it. (In fact, we’re celebrating its death!)
In today’s podcast we discuss why this portfolio became popular and why it doesn’t work for most people. We also discuss our philosophy which has more to do with YOU than academia or popularity.
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Why is everyone so darn pessimistic!? There is too much doom and gloom out in the world today.
In this week’s podcast we discuss –
- Why right now is the best time to be alive in history
- Why what you hear in the media is only half the story
- Some amazing statistics that most people don’t know
. . . and why during this Thanksgiving week all of us should have an attitude of gratitude.
Here's to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
Can you confidently answer “YES!” to the following questions?
Will You Run Out of Money in Retirement? Will You Survive Another 2008 Crash?
The stress that comes from the not knowing what the future holds can be a dark cloud looming over the head of too many people. Listen to this week’s podcast to hear our advisors discuss what you can do to increase your confidence in your financial future.
Here’s to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
When fear increases in the market, the common response for investors is to sell and buy investments that are "low risk."
Typically when that "fear" increases around the market, people make horrible decisions.
In today's podcast we discuss whether or not buying protection (less volatile investments) is a good idea. We discuss defensive stocks, options, hedging a portfolio and a whole lot more.
Lastly, we talk about the danger in following the herd.
Here's to wise investing,
Iron Gate Global Advisors
The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Iron Gate Global Advisors, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results and always consult with a professional prior to investing.
For many of you, contributing to an IRA yearly is a challenge. If you make too much money the tax advantage of contributing to an IRA disappears. You’re taxed when you put it in and then again when you take it out.
It seems as though when you make too much money the door is closed to planning for retirement in a tax advantaged way . . . or is it?
In today’s podcast we discussed a government legal loop hole. It’s called a backdoor ROTH IRA. It allows you, if done correctly, to save for retirement and avoid the taxes on the backend.
Spencer Nelson, our resident financial planning guru, explains the whole process in this week’s podcast.
We have been setting up these backdoor ROTH IRA’s for many of our clients. If you’re wondering if it’s right for you, email Spencer at spencer@igga.com.
Here’s to wise investing AND financial planning,
Iron Gate Global
*This strategy is not for everyone. Please consult with a financial professional before proceeding. This podcast is for educational purposes only.
Recessions. Inverted yield curves. Insider selling. The reasons for cashing out of all your investments seems to be growing day by day. Fear in the market seems to be increasing while confidence heads the opposite direction. So what should you do?
In today's podcast we discuss how to invest amid the uncertainty. The underlying foundation of any investment should be made based upon the goals for the money. We call it an investment policy or strategy.
The problem - not enough people know what their strategy is so they get lost in the day to day news of the market. Well that ends today!
Listen to today's podcast, gain an understanding, then contact us if you don't know the "why" behind your investing.
Here's to wise investing,
Iron Gate Global
This is for educational purposes only and does not constitute advice to buy or sell equities or other investments. Contact a financial professional before investing.
One of the great ironies of investing is how people view risk. As clients initially come to us, their greatest fear is losing the money they have worked their entire lives to save.
Now don’t get us wrong, that is a very important concern. However, after we begin working with and educating people, it becomes clear what the most important risk actually is.
In today’s podcast we address the biggest risk facing anyone. THIS RISK, if not addressed properly, can rob you blind without you even knowing it. THIS RISK is something that not enough people address because it's different than the standard academic answer for portfolio management.
We discuss THIS RISK, how to escape it, the role of volatility, dividends, interest rates and a whole lot more.
Buckle in! you’re going to love the ride we’re going to take you on!
Here’s to wise investing,
Iron Gate Global
If you turn on the TV you will no doubt hear that the market was not only hammered today, but that there is a looming recession.
An indicator for predicting recessions set-off a red light today and it's 9 for 9 in it's predictions since 1957.
In today's podcast we discuss that indicator (the yield curve) and what that may mean for the market and your portfolio. The good news is that if history holds true, there could be some nice upside for your portfolio.
Here's to wise investing,
The market has been crazy as of late. The market has been down 5+% over the last week. Trade wars, interest rates, an earnings recession, Presidential tweets, and much more are causing concern in the market.
As the market pulls back the question now becomes - should we buy or sell?
In today's podcast we answer that very question. We share our process for determining what is a buy and what is a sell. We address the disciplined process that Iron Gate has been using for 20 years.
All of this is discussed to help investors stay calm when the storm hits the market (which it always does).
Here's to wise investing,
Iron Gate Global Advisors
*This podcast is for educational purposes only and does not constitute a buy or sell recommendation
. . . planning to fail."
The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true.
Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life!
So why do so few people have a financial plan? (Only 25% of Americans have a plan according to CNBC.)
In today's podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical that people not just understand but implement.
We also discuss the importance of a plan and how it’s not a one-time build it and forget it process.
Here's to wise investing,
Iron Gate Global Advisors
This podcast is for educational purposes only and does not constitute investment advice or recommendations. Please consult a financial professional.
Everyone has long-term goals that they are trying to reach. Retirement, college funding, a new house, a second house, a new car, and on and on.
So, what is the key to making those goals reality? In today’s podcast we will tell you exactly what that key is. Contrary to belief, the one thing it is not is investment return.
We will go back in time, review the last nine months of the market and share with you some Morningstar statistics that will cause you to reflect about your own behavior.
Finally, we discuss why so few people can actually manage their own money, the birthplace of pizza and the role of vinegar in a healthy diet.
Here’s to wise investing,
Iron Gate Global Advisors
This podcast is for educational purposes only and does not constitute a recommendation to buy or sell any securities.
Think about some of the most successful business owners that you know. What businesses do they own? How many? Why do we consider them so successful?
In today’s podcast we discuss those business owners and what makes them different. How they think about business, how many businesses they own and how are they able to be so successful over time.
Our discussion may surprise you. In fact, you may actually be one of those business owners!
Here’s to wise investing,
Iron Gate Global Advisors
This podcast is for educational purposes only and does not constitute investment advice.
We live in a world where negativity seems to be the norm. Turn on the T.V., listen to the radio, read your emails and it seems most headlines are rooted in negativity.
In today’s podcast we discuss why optimism will always triumph and why being optimistic is the key to making money over time. We also share some amazing statistics from this great country and the globe that most of you have never heard (but need to know!).
This is one of the podcasts that hopefully will put a smile on your face and help you realize, we live at a pretty amazing time in history.
Here’s to wise investing,
Iron Gate Global Advisors
This podcast is for educational purposes only and does not constitute a recommendation to buy or sell securities. Investing involves risk. Please understand the risk before investing.
Recently I reviewed a portfolio for a perspective client. This portfolio was made up of well over 100 stocks! I then told them this was an average to below average portfolio.
They then asked the question, “How many stocks should be in a portfolio?”
In today’s podcast we answer that very question. We explain why fewer stocks is often better and how, if done correctly, the portfolio can be less-risky than a portfolio with many stocks.
We also address the trade war and how it may impact investments.
All of that content along with a clip from our investing hero, Warren Buffett, is in today’s podcast.
Here’s to wise investing,
Iron Gate Global Advisors
This podcast is for educational purposes only and is not a recommendation to buy or sell securities. Please consult with a financial professional before investing. Past performance is not indicative of future results. There is risk in any investment.
Developments in health care technology are suuuuper cool! The things we can do nowadays are impressive to the nerdiest of nerds, and they result in a longer life expectancy...which is good, right?
Of course! It just means you'll probably need your assets to last longer during retirement. And that might sound intimidating, but it's not. We've got a strategy that will get you there. Have a listen to find out what we suggest.
Here's to wise investing,
Iron Gate Global
March madness is upon us, and this isn’t about basketball, (okay maybe just a little bit).
The stock market had the worst December e-v-e-r in 2018. Now, so far in 2019 the stock market is up 13.86%. It’s been a crazy, mad ride.
In today’s podcast Spencer and Brett discuss the importance of keeping a level head, the probabilities of making money over time in the market, and talk a little hoop. For anyone interested in the if you can make money in the markets over time, this podcast is for you.
Here's to wise investing!
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions. Please notify Brett Pattison of any change in your financial circumstances or investment objectives. Past performance does not guarantee future results
December was a turbulent month - no doubt about it. But this is EXACTLY the time to be a believer in the stock market and to put your funds to work.
In this week's podcast, we'll talk about how we survived the drama of last month and we'll review the historical evidence that helps us trust in the power of long-term, strategic investing. Our faith is not shaken! We still trust that patience and cooler heads will prevail in the long run.
As always, if you're concerned or worried, give us a call.
Here's to wise investing,
It’s been a painful couple months in the market. We get it! This big down swing sure hurts after enjoying a prolonged bull market. But the “loss” you see in your portfolio right now is only loss if you panic and sell at the wrong time.
This week, we want to talk you off the ledge. We want to reassure you that we practice WISE investing, not emotional, reactionary, or panicked investing. Our podcast this week is a bit longer, but it’s worth a listen if you’re nervous or discouraged.
Here’s to wise investing and a happy holiday season with loved ones,
Trade wars. Tweets. Fed Policy. Interest rates. These are many of the excuses the financial media is giving for why the market is down. While this is causing angst among many investors, there is a key, which if understood, will allow anyone to find peace amid the volatility.
In today’s podcast we discuss how the Oracle of Omaha, Warren Buffett, views risk. What he thinks of volatility, and what we at Iron Gate Global Advisors are doing to ensure our clients’ portfolios are managed properly.
Here’s to wise investing
As a client of Iron Gate Global Advisors, you can be thankful for the fact that you own great businesses, because it means you can (and should!) ignore stock prices day-to-day.
Listen to this week’s podcast with our Chief Investment Officer Brian Hunsaker for some great analogies and blissfully non-technical explanations of why you don’t need to worry as the market yo-yos its way into the holiday season.
Here’s to wise investing,
Iron Gate Global Advisors
How many times has the market ended the year up between 8-10% (the average) on December 31st?
We reference average returns over the life of an investment, but the reality is that most of the time, the market closes out the year somewhere outside that average range. There’s a lot more variety in that year-end figure than 8-10%. We talk about why – and how that’s a GOOD thing – in this week’s podcast.
Here’s to wise investing,
After a few weeks of volatility in the market, investors are now waiting to see how to 2018 will come to an end. Midterm elections, interest rates, the Federal Reserve, and the trade war are to blame.
The question now on the minds of investors is whether this volatility will continue, or end in time for a bullish run into 2019.
Take a listen to this week's podcast as we discuss the reasons for the volatility and what investors should do about it.
Here's to wise investing,
Spencer Nelson & Brett Pattison Iron Gate Global Advisors
What a crazy few weeks! The stock market is all over the place - up 3% one day and down 5% the next. Tariffs, interest rates, and mid-term elections are all in the headlines causing angst.
In this week’s podcast, we discuss this crazy volatility and whether it’s your friend or enemy. We look at past history (the chart below) to answer that question.
If you’re nervous in any way about the stock market, this week’s podcast is for you.
Here’s to wise investing,
Iron Gate Global Advisors
Nuh-uh. Nope. Not with current conditions. Stick it out, my friends! Yes, it's been a crazy day in the market, but we still think stocks makes sense relative to other investments.
Our Chief Investment Officer Brian Hunsaker joins me this week to explain why days like today make us excited and not scared.
Here's to wise investing
We’ve talked about fees before, but we’re talking about it again this week because it really bugs us when you - the hard-working, penny-saving, investor - pay an advisor a little bit more in fees each year and miss out on potentially massive returns over the life of your portfolio.
Here’s to wise investing
In our podcast this week, Spencer and I discuss the fall of the mighty Lehman Brothers investment bank and why we believe the stock market is the wisest long term bet for increasing your wealth and having a comfortable retirement. The market’s growth since the Great Recession has made us bigger believers than ever.
Here’s to wise investing,
Spencer Nelson Brett Pattison
The Iron Gate family keeps growing!
Listen to this week's podcast to meet our new advisor Spencer and to hear why he and I don't believe in income models that move retired clients into bonds and out of equities.
Just because you're retired and need monthly income doesn't mean you can't keep growing your assets.
Here's to wise investing, Brett Pattison
Don’t buy gold.
Please don’t buy gold.
Just don’t.
We’ll give you the technical reasons why gold is a bad investment in this week’s podcast, but the only reason our staff really cares about is that gold won’t be any help in the zombie apocalypse.
Here’s to wise investing (and doomsday prepping)
One of our clients asked a great question this week: when will we crash and slide into another painful bear market?
Let’s discuss this current bull market, pick apart the definition of a bear market and talk about our strategy for how to invest your funds when the bear market does inevitably hit. We are ready for action when it happens!
Here’s to wise investing
ONE HUNDRED TRILLION BUCKS. That’s not pocket change, folks.
This week we’ll talk about the US’ total household wealth and why – even if you’re still gun-shy on the markets after 2008 – this historic figure means good things for you, your future, and the future of our country.
Here’s to wise investing,
Iron Gate Global Advisors
The financial news media hates you. Okay, maybe they don’t really “hate” you, but they are in a battle for you and your clicks.
Headlines on websites, social media, and TV can be just plain scary! If you read them and acted on them, it could potentially destroy your entire portfolio and wreck your financial goals.
Today we'll discuss what to do about the headlines. We will also offer our thoughts on tariffs and the trade war and what impact it may have.
Here’s to wise investing,
Brett Pattison
Algorithmic trading is becoming more and more popular and is seemingly taking over the market. Several people have wondered whether they can compete with these algo's or not?
Today we discuss how we are navigating the market as well as what we look for when investing in a stock.
Today we discuss bonds vs. equities and share what most people are buying. We then dive into why most people are absolutely crazy!
There is a smart way and a dumb way to invest and we do simple math to help you understand which is which.
So what's the better choice?
Buying a low cost index fund. Hiring a professional manage your money and help with planning.
In today's podcast we use Jack Bogle, the King of Indexing, own words and research to help us answer this very question.
For anyone that is bombarded with the endless "low cost" marketing, this podcast is for you!
We also address the market. We are in a trading range 8 - 10% below the highs of January. In this market, good news is bad news, bad news is bad news and the 10-year Treasury hitting 3% is the end of the world. Should you be worried? (short answer is no!)
Enjoy this weeks podcast!
Here's to wise investing,
Brett Pattison Iron Gate Global Advisors
This year, 2018, has been dubbed by the media as “The Return of Volatility.”
Today in our podcast we expose volatility for what it truly is and we discuss how truly dumb that headline is.
In the podcast we will discuss three different definitions of volatility. What it is, and what it isn’t. We do this in an attempt to help redefine for you what the media has wrong so that you can sleep better at night knowing that volatility is not a bad thing.
The more you understand about this important topic, the better equipped you will be in planning for the future.
Here’s to wise investing,
Iron Gate Global Advisors
At Iron Gate Global Advisors, we have been working hard to create a transparent, fee-only, fiduciary firm.
For years we have watched several of our clients and friends go elsewhere to get something they could not get from us.
We watched these people, who we care about, get completely ripped off in so many different ways.
Well, today, it stops!
We are introducing a new product offering that we have been working years to roll out.
There are two famous investing tactics that people believe are the "Holy Grail" of investing.
In this podcast we discuss those two investing tactics and discuss whether they actually work or not.
Then we shed light on what every investor really must have to be successful.
Here's to wise investing,
Iron Gate Global Advisors
When is the best time to buy stocks? We get this question all the time from clients, friends, and others who are looking to invest.
This podcast discusses the mentality that you must have when investing in stocks. It may sound simple, but for some reason it's hard for people to grasp.
The analogy we use in this podcast will hopefully simplify your understanding on not only when to buy stocks, but also when to sell.
Here's to wise investing,
Iron Gate Global Advisors
Did you know that the more certain your investments are, the worse off you may be?
What do we mean by that?
In this weeks podcast, we discuss the correlation between certainty of investments and investment returns. We discuss: How short term volatility can save your retirement long term. The battle that takes place inside the brain of every investor. How you MUST understand that battle, and put together a plan to be successful. No doubt this weeks podcast will get you thinking!
Here's to wise investing,
Brett Pattison Iron Gate Global Advisors
Every year Warren Buffett shares his investing wisdom in his annual letter. This year there were three things that stood out to us. These things are critical for every investor to understand.
In this weeks podcast we review the last few weeks and discuss why we LOVE volatility! We also discuss our views on the stock market and why we thinks it's the place to invest. In addition, we share what our amazing clients did during the markets volatility.
What can a Financial Advisor do for you that will put you in a better financial position than going at it alone? Listen, and we'll tell you!
Brian Hunsaker answer the question: is the S&P 500 too expensive to buy right now? In this discussion you will learn the importance of interest rates and why they are Warren Buffett's x-factor.
Merrill Lynch came out with their 2018 compensation plan....and it's a JOKE! Learn why and understand a key term in finance that everyone needs to know.
If you would have invested on October 9, 2007, right at the top of the market before the biggest decline since the depression, how much money would you have today? We answer this question and share 4 very important lessons learned from it.
The biggest lesson of the 1987 stock market crash isn't what you think it may be. That one thing is the most important thing that investors MUST have in order to be successful investors.
In 2008, after the Financial Crisis, the Government created a change in what can be done with a 401k as people age. In this podcast we share what that loophole is and how it can save you thousands over time.
In the midst of this great bullish stock market, we discuss one of the most important things that investors MUST have. If they don't, they will suffer the consequences sooner rather than later.
In this podcast Brett discusses the results of the All-America Survey. This survey shows what % of America is confident investing and in what are they investing in. Pretty eye opening . . . (and good for the stock market)!
Bitcoin is all the rage right now. It's skyrocketed in value causing many to wonder, "should we buy it for our portfolio?" That is the question we answer in this podcast. We hope our answer will help you understand how human nature doesn't change and the importance of smart investing.
The conventional wisdom taught in the financial industry, in a lot of instances, can cost people a lot of money and a secure financial future. In this podcast we discuss one such investing principle and why it's often a bad idea for people to adhere to.
There comes a time in everyone's life when they have a "financial jolt." It's the realization that you have no idea where you stand, financially, to live out your life the way you want to. That's where the Sleep Easy Plan comes in.
We address three important things that investors must have clarity on:
1) The stock market is trading at all time highs, 2) the political world is on fire, and 3) people have been building crappy portfolios.
All that and more in just 6 minutes time!
A popular question we receive all the time is, "what do you think the market is going to do?" There are two far more important things to understand than that! This podcast addresses what those two things are and why they are important.
The stock market continues to soar and is showing no signs of slowing down. What does this mean for investors? Is the lack of volatility normal? We answer these two questions and more on this podcast.
People are completely confused about risk. In this podcast we share an experience about a new client and how their definition of risk could prevent them from accomplishing their goals.
A new report released today from JP Morgan says "Fundamental discretionary traders" account for only about 10 percent of trading volume in stocks today.
We discuss why this is a GREAT thing for investors and our clients.