Charting The Course

We’re back with another squared away episode as we digest everything that transpired in Q3.  As always our goal is to provide some context and encourage everyone to remain disciplined and stick to their process. Joined by Zac Reynolds and David Stanley, today's episode is all about re-centering our focus on things we can actually control - allocation, risk, cost, taxes. Etc.  Don’t forget to rate and subscribe!

Today, we sit down with David Stanley, Full Sail CEO, and Stacy Murray, CPA and advisor, as we provide some context around Q4 tax moves and discuss a few highlights from our previous interviews. As mentioned throughout the episode, below are a couple of highly recommended resources that we found beneficial:

Factfulness

Atomic Habits

Thou Shall Prosper

Psychology of Money

Did you know that it takes eight minutes and twenty seconds for sunlight to reach the earth? Today, we sit down with EightTwenty CEO and co-founder, Tony Capucille. Tony and his team are leading the charge to bring solar energy to cities across the nation. In their own words, they...

This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins...

This week, we highlight another Anchored series conversation, which is focused on bringing you an inside look at the real estate industry. Tyler and Scott were so grateful to sit down with Ethan Slavin and Brett Price as they give us a glimpse into the brokerage world of real estate.… Read More »

For June's edition of squared away, Zac Reynolds and David Stanley join the podcast to discuss everything that has transpired over these first six months of 2022.  We cover a lot of the market related topics, but we also take a look back at history and try to put this… Read More »

This week, we roll out another new series that will be highlighted throughout each year going forward. "At The Helm" will feature interviews with entrepreneurs of all backgrounds. Whether its an individual starting a small business from scratch or someone running a large corporation, entrepreneurs have incredible stories to tell… Read More »

As introduced in the previous episode, our new Anchored series is focused on bringing you an inside look at the real estate industry. To kick off our first interview, Tyler and Scott were so grateful to be joined by industry veteran, Michelle Anderson, with Plains Commercial Real Estate. I hope… Read More »

Outside of the capital markets and general investing questions, the one topic that inevitably gets a ton of attention in our meeting rooms is real estate. From how it fits into the overall portfolio of assets to whether or not a client should buy that rent house, we have addressed… Read More »

Today, we were honored to be joined by Ed Saracino with Vanguard Financial Advisor Services. As you will hear in the intro, Ed has spent many years with Vanguard and has an incredible ability to communicate the long-term approach that the company takes no matter what the market might be… Read More »