Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors.

We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns.

This video is for anyone wanting to understand:

Whether you’re a seasoned investor or just starting out, this comprehensive overview will help you navigate the ever-expanding world of index investing. Don’t miss out—subscribe for more insights on personal finance and investment strategies! #IndexInvesting #ETF #S&P500 #MutualFunds #FactorInvesting #Vanguard #Russell2000 #InvestingBasics #FinancialEducation

Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.

In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement income and tax planning. In his spare time he loves Wisconsin sports, playing golf, and is also a fitness instructor and fitness enthusiast.

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024.

Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon

Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing

On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took.