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Brent Wilsey, Investment Opportunities and 401K Dos and Don’ts for your Employees
BizSoup Podcast Radio Episode 070 with John DeBevoise
Brent Wilsey is a seasoned financial strategist with over 40 years of experience in the field. Brent currently owns and operates Wilsey Asset Management— through which he offers day-to-day investment guidance to both individual investors and corporations. A financial management veteran with nearly $250 million under management, Brent’s industry expertise, and credibility has made him a sought-after expert source with the media. He has frequently served as a guest commentator on national broadcast television and radio talk shows, including CNBC and Bloomberg.
Currently, Wilsey hosts 760AM-KFMB’s weekly Smart Investing program, which airs Saturdays at 8 am and Sundays at 5 pm. In addition, Brent penned a weekly newsletter for the San Diego Daily Transcript and continues to write a weekly newsletter, The Smart Investing Newsletter.
An accounting graduate of National University, Brent received his MBA degree from the same institution in 1986.
Listen to this information-packed BizSoup Podcast Radio episode with Brent Wilsey about investment opportunities for employees’ 401K.
Talking points include:
● How to know if an investment property is a good idea.
● Why you should know the difference between Fiduciary and Suitability.
● How to diversify to yield long term results.
● How to manage assets in a fluctuating market.
● What the difference is between an institutional and private money manager.
Connect with Brent Wilsey
Website
wilseyassetmanagement.com
@BrentWilsey
facebook.com/wilseyassetmanagment
linkedin.com/in/brentmwilsey
YouTube
youtube.com/user/smartinvestingrecap
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Brent Wilsey, Investment Opportunities and 401K Dos and Don’ts for your Employees
BizSoup Podcast Radio Episode 070 with John DeBevoise
Brent Wilsey is a seasoned financial strategist with over 40 years of experience in the field. Brent currently owns and operates Wilsey Asset Management— through which he offers day-to-day investment guidance to both individual investors and corporations. A financial management veteran with nearly $250 million under management, Brent’s industry expertise, and credibility has made him a sought-after expert source with the media. He has frequently served as a guest commentator on national broadcast television and radio talk shows, including CNBC and Bloomberg.
Currently, Wilsey hosts 760AM-KFMB’s weekly Smart Investing program, which airs Saturdays at 8 am and Sundays at 5 pm. In addition, Brent penned a weekly newsletter for the San Diego Daily Transcript and continues to write a weekly newsletter, The Smart Investing Newsletter.
An accounting graduate of National University, Brent received his MBA degree from the same institution in 1986.
Listen to this information-packed BizSoup Podcast Radio episode with Brent Wilsey about investment opportunities for employees’ 401K.
Talking points include:
● How to know if an investment property is a good idea.
● Why you should know the difference between Fiduciary and Suitability.
● How to diversify to yield long term results.
● How to manage assets in a fluctuating market.
● What the difference is between an institutional and private money manager.
Connect with Brent Wilsey
Website
wilseyassetmanagement.com
@BrentWilsey
facebook.com/wilseyassetmanagment
linkedin.com/in/brentmwilsey
YouTube
youtube.com/user/smartinvestingrecap
Learn more about your ad choices. Visit megaphone.fm/adchoices