By Brian Dress
5
33 ratings
The podcast currently has 121 episodes available.
0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options
Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth.
There are three main forms of employee stock compensation:
(1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options
Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits.
In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014.
We want to stress that going it alone in managing your stock compensation package could cost you a significant amount of money in the long run, both in taxes and in investment losses.
If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation.
Get on Brian's calendar directly to discuss a plan for Building, Growing, and Preserving Your Wealth as you make the most of your employee benefit package.
You can call Brian Dress at (630) 547-3316 or email at [email protected] To check out our website, head over to https://leftbrainwm.com/
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr
Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry.
In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge gathering of both leading and emerging software-as-a-service (SaaS) companies from all over the world.
Noland is clear that he is attending the conference to look for new investment opportunities for Left Brain clients. Growth is central to the Left Brain strategy and finding new avenues to deliver growth is always a high priority for us.
Noland shares some of the companies that surprised and impressed him most in face-to-face meetings. He also covers themes that seem to be universal in the software business today.
We close out the episode with a lengthy discussion of how AI is impacting the software business, for better or worse.
Topic 1: Recapping the SaaStr Conference Topic 2: Trends and Takeaways from SaaStr
We happen to think growth is important for investors in all phases of life. To hear how we are incorporating what we've learned at SaaStr for our clients, get in touch with us using the contact info below.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash, along with avenues of growth here.
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition?
With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we are starting to see some new trends developing, as interest rates begin to crest and move lower.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss some of the most market-moving earnings over the past week, including from major players like Nvidia (NVDA), Salesforce.com (CRM), and CrowdStrike (CRWD).
We also note the change in market leadership that has occurred over the past 3 months, as the move in interest rates has been to the benefit of highly interest rate sensitive sectors of the market like real estate and utilities.
Topic 1: 2nd Quarter Earnings Review Topic 2: Is this a Market in Transition?
If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings
As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since the latest Federal Reserve meeting. We have seen two specific sectors of the market gain steam since Chairman Powell signaled that the first rate cut could be coming soon.
We also take a quick look at the earnings from financial companies that have already come in. Noland shares some of the themes he will be watching over the coming few weeks, as earnings start to trickle in from the tech sector.
Finally, we speak about the phenomenon over the last couple years that we have seen play out before and during earnings season.
Topic 1: Market Rally Broadening Topic 2: Previewing 2nd Quarter Earnings
If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines.
Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways
Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence.
Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life compromised can cost you hundreds of thousands of dollars, so you can't afford not to take precautions in this area!
In the latest Fundamentals of Investing series, we give you an accounting of the most common scams we have seen in our interactions with clients and through our extensive research on the subject. CEO Noland Langford gives some simple tips and techniques for securing your money and also, your data, which is gold in the digital age. There are a few small changes you can make to your routine that can pay huge dividends in the long run, ensuring that you don't fall prey to any of the latest scams.
Finally, Noland and Director of Research, Brian Dress, discuss some of the concrete steps we are making as a firm at Left Brain designed to help protect your money and your data and keep you safe in world full of "bad guys" trying to separate you from your wealth.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and protect your money and data at https://m.levitate.ai/67de35-5y0b8m?landing=true
To check out our website, head over to https://leftbrainwm.com/
Email Brian at [email protected] to discuss whether you have a sufficient plan for safeguarding your wealth, both from the "bad guys" and from gyrations in the market.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer
As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video.
There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing.
In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation.
Topic 1: Bull Roaring, Rally Narrowing Topic 2: Interest Rates, Inflation, Consumers
If you would like to learn more about our how to take advantage of the current bull market, don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:06 Is Real Estate Really "Passive"? 2:20 What About Vacancy? 3:39 More Hidden Costs 5:53 Four Passive Investment Alternatives to Real Estate
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business?
Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment.
In Part 2 of the series, CEO Noland Langford talks more about the hidden costs of real estate investing. We ask the question "Is Real Estate Investing Really 'Passive'?" and talk about the perils around vacancy.
Finally, Director of Research, Brian Dress, leads a discussion of 4 alternative investments to real estate that are truly passive -- that is, offer similar or better returns to real estate, without the headaches that come along with the property management business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
To check out our website, head over to https://leftbrainwm.com/
Email Brian at [email protected] to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors.
Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense.
In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 1 of the series, CEO Noland Langford covers some of the hidden costs of real estate investing and goes through his list of pros and cons of purchasing rental properties. Director of Research, Brian Dress, shares our cash flow analysis of the true cash returns of owning rental units.
Please tune in next week to Part 2 of the series. Noland will speak more about the challenges of executing a rental portfolio strategy, while offering some alternative asset classes that may provide similar or better returns without the headaches around the rental business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
Email Brian at [email protected] to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction
We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions.
What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the latest earnings reports, both in tech and in consumer-related stocks. Rising interest rates continue to throw a wrench in investors' plans Topic 2 covers some practical tips on how we think investors should approach the latest market correction. Noland closes out the video with one of his favorite income stocks, which has an annual dividend yield of 8.4%! But you'll have to watch all the way to the end to get that name!
Topic 1: Earnings Reports -- Things Appear to be Changing Topic 2: Practical Tips to Deal with the Latest Market Correction
If you would like to learn more about our income strategies and other market thoughts, don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy
It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season.
Markets have struggled over the past few weeks, as investors look away from business fundamentals and fixate on macroeconomic factors like strife in Israel and Iran, along with interest rates that have been creeping up over the last couple months.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover the recent phenomenon that markets have tended to drift lower between earnings seasons, while finding strength when investors are more focused on business fundamentals.
We close out the video in Topic 2, sharing a concept of a tax-efficient income strategy, punctuated by a discussion of our Income Security of the Month!
Topic 1: Earnings Season -- The Antidote for the Macro Malaise? Topic 2: Tax-Efficient Income Strategy
If you would like to learn more about our strategies for putting your finances in order in 2024 and getting excess cash working for you, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at [email protected] for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
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