Charting The Course

We are honored to be joined by Medicare expert, Julia Fuentes, with Vanguard's financial advisor services. As a financial planning and coaching strategist, she has become an expert in the Medicare world and was kind enough to jump on the phone to visit with us about the details of this evolving marketplace.

This week we continue our conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sat down to discuss ten of the more impactful ones. Today, we look at the remaining five - Financial Crises, ESG Investing, Passive Investing, Regulatory Changes, and Demographics. Enjoy!

This week we kick off a two-part conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sit down to discuss ten of the more impactful ones. Today, we look at the first five - Technology, Globalization, Deregulation, Investment Strategies, and Emerging Markets. Enjoy!

Today, we have our CIO, Zac Reynolds, join the pod for another Squared Away conversation. With three quarters of 2023 now behind us, we break down the impact of higher rates, the importance of allocation and goals, as well as how to view holding cash as an investment. We mentioned our recently published quarterly market update, which contained a good amount of information, data, and firm news, so please let us know if you would like a copy.

Today, we're back with our new mini-series of sorts that will begin to be featured on the podcast throughout the year.  Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!

Today, we look at a popular question…by asking more questions. Our team at Full Sail gets asked all the time "When/Why do we need to hire you?" which leads to a complex answer. To break it down, Tyler Grubbs is joined by Stacy Murray and Candace Guy to address this question by asking 5 more questions:

This week on the podcast, we feature the incredible family behind Dillingham Insurance. Dating back to 1927, Dillingham Insurance has provided comprehensive insurance solutions for clients of all sizes across the United States. As you'll hear, the firm is now in their 96th year of business and has made it a point to uphold their mission of always putting the client first. Chad and Lucas were incredible gracious with their time and we know you'll enjoy our conversation!

Dillingham Website

This week, we sit down for another Anchored conversation featuring Mr. Ford Price. Ford is the co-founder and Managing Partner of Price Edwards and Company, headquartered here in Oklahoma City.  We discuss everything from the background and history of his company to the present day outlook on commercial real estate in Oklahoma and across the nation.

For more information on Ford or the firm, please visit their website.

Today, Tyler is joined in studio by our CIO, Zac Reynolds, and investment analyst, Austin Burks, for another Squared Away conversation. With two quarters of 2023 behind us, we break down everything from the fed decisions, inflation, and the rate environment to the markets in general. Also, we end with a great reminder on the importance of patience for all investors. We mentioned our recently published quarterly market update, which contained a good amount of information and data, so please let us know if you would like a copy.

Hearts for Hearing creates life-changing opportunities for children and adults with hearing loss to listen for a lifetime. Guided by their core values, Hearts for Hearing believes the gold-standard of care should include both competence and compassion. Today, we visit with Joanna Smith and follow her along as she unfolds the history of the organization. We encourage you to follow them across all platforms in order to be informed and up to date with their mission!