Behind the Gate

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.

Lessons we learned from the market in December.

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