Behind the Gate

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