Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan. 

My guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management. 

Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the way. 

Matt manages five ETFs:

Trend Aggregation: $TAEQ

Trend Aggregation Aggressive Growth: $TAAG

Trend Aggregation Dividend: $TADS

Trend Aggregation ESG: $TEGS

Tactical Income: $TBND

Learn more at: http://tuttletactical.com/

My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification. 

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. 

My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor. 

My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken

My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright.

My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management.  Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities.  

My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies.

My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market.