Charting The Course

In this episode we sit down with Stacy Murray to discuss the strategies and benefits behind Roth IRA conversions. With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families. Stacy is a Certified Public Accountant and continues to be an invaluable addition our team of advisors.

View Stacy's Article on Roth IRAs

We are back with the second half of our conversation with Infinity Capital. As we discussed, they serve the unique needs of middle-market businesses and their stakeholders. Headquartered in Oklahoma City, they provide bespoke solutions through investment banking and advisory services to founders, owners, and investors of privately held businesses.  Evan and Bryan, two of the managing partners, pick up where we left off and continue our discussion about their specific industry and how they tailor every solution to meet each clients specific needs. 

Michael Mauboussin article -  Public to Private Equity in the United States: A Long-Term Look

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For more information on Inifinity, please visit Infinity Capital Partners.

Infinity Capital Partners serves the unique needs of middle-market businesses and their stakeholders. Headquartered in Oklahoma City, they provide bespoke solutions through investment banking and advisory services to founders, owners, and investors of privately held businesses.  Evan Grace and Bryan Vahlberg, two of the managing partners, join us today for a great discussion about their specific industry and how they tailor every solution to meet each clients specific needs. 

Michael Mauboussin article -  Public to Private Equity in the United States: A Long-Term Look

Journal Record Reader Rankings - Give us your Vote!

For more information on Inifinity, please visit Infinity Capital Partners.

Today, we're back for the second part of our conversation with Piyush Patel.  If you haven't already, we encourage you to go listen to last week's episode, as Dexter and David introduce you to Piyush's backstory.  For more information about Piyush, check out his website and his book Lead Your Tribe, Love Your Work.

Piyush Patel is an entrepreneur, best-selling author, speaker, and angel investor. This week, he graciously allowed us the opportunity to sit down and hear firsthand about his joys, trials, frustrations, and successes. For more information about Piyush, check out his website and his book Lead Your Tribe, Love Your Work.

Now that some time has passed since the initial market mayhem surrounding GameStop, we wanted to sit down and discuss what happened. We hope to provide some insight about the market events and clarify a few misconceptions. For further reading, we encourage you to visit the following resources:

GameStop Madness

 Why Brokers Had to Restrain Trading in GameStop Shares

Robinhood Had a Busy Week

As we celebrate Full Sail's 3rd anniversary this month, we felt it would be best for you to hear directly from the people who started it all. Join us as we walk the guys back to early 2018 to get their thoughts and feelings as they launched our firm.

Today, we sit down to discuss three of the more popular and controversial topics facing investors to start the year. During the episode, we make reference to a handful of great resources, and you can find those links below:

Psychology of Money by Morgan HouselThe most recent memo from Howard Marks Something of ValueJason Zweig Jason Zweig - Home PageMatt Levine Money Stuff - Home // Don't Forget Your BitcoinsInvest Like The Best Podcast - Hash Power Ep. 1 - Understanding Blockchains

Today, we take a break from the investing world and let you hear from a majority of our team as we review the crazy year of 2020. Enjoy!

Once again, we are joined by Zac Reynolds, CIO at Full Sail Capital. Today, we open up the discussion into investing biases and how they can have a detrimental impact on long-term goals.