Behind the Gate

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.