Behind the Gate

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.

#59 Cash is Piling Up. What Does it Mean?

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 [email protected].

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.