Smart Money Circle

My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss. 

Sheena can be reached:

Phone: 608-563-2437 

Website: www.uncommoncentsinvesting.com

Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different." 

Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest investment firms in the country and now has his own firm and shares his remarkable story! 

Ryan can be reached at:

Website: https://kc-roi.com/

Here are a few notes from the show:

Ryan's genius is his ability to keep things simple and to plan ahead. In his word's, he uses "Informed Simplicity."  

Ryan's Two Most Important Questions:

1. Am I going to be ok (financially)?

2. How much money is enough?

Other "Threads" Of Wisdom:

Companies focus on cash flow, it is really important for individuals to focus on cash flow as well. 

Forget R.O.I., It’s about I.O.R.

Income...

Opportunity...

Reason to Invest...

Learn how to dig a well before you’re thirsty 

Fundamental Questions:

He creates stock tournaments to filter stocks that meet his criteria. 

*Game Unchangers (find out which stocks will be around in 10-50 years).

*What’s changing (in the market, industry, sector, company, etc) without me knowing about it (look for your blindspots)

*Looks at leading stocks- then asks what other companies are doing anything close.

*Dividend growth,

*Free cash flow

*Gross profit margin

*Return on equity with free cash flow

*WAR (Win Above Replacement) stock ranking system

Ryan Breaks The Market Down Into 4 Broad Categories

*Growth

*Margins 

*Valuations

*Yield 

MOST IMPORTANT ----Sell Disciplines

Most people struggle with this because it is tough for them to admit they are wrong. 

How to solve it: 

1. Buy right - Position size is 1-2% of portfolio

2. Never average down

3. Place a sell stop based on price below entry 15-20%. 

4. After double or triple, take 100% of the principle off the table.

KEY: Focus on getting it right, not being right. 

These are just a few notes from the show. 

Listen to the show and then share your thoughts and what you learned with the hashtag #SmartMoneyCircle on your social media

My guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! Learn how Kevin plays the game, plans for retirement and defines risk differently than his peers. 

Kevin can be reached at:

Website: https://www.planningretirements.com/ 

Today's guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management.  Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News Contributor. Scott does a lot of work with cycles, and uses a fundamental, tactical, and macro strategy. Scott addresses many important (and timeless) lessons in this episode.  

Scott can be reached on LinkedIn or on the firm's website:

https://www.kingsview.com/

My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State.  Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM).

Contact:

Phone: 509.325.2003

Website: https://www.tencapital.com/

My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping things simple and finding under-valued assets.  Learn how he "keeps running" and hunts for new ideas.

Sean's Contact Info:

Phone: 434-825-0000

Email: [email protected]

Website: http://www.millerasset.com/

My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss!

Eric Cadogan can be reached via his LinkedIN page.

Today's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation.  Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks (Growth At a Reasonable Price). Tim also shares some timeless investment advice, what mistakes to avoid, how to diversify your portfolio and how to use fundamental analysis to find under-valued stocks. 

About Tim:

Tim Call is the Chief Investment Officer and President of CMC. As CIO, he is responsible for overseeing the investment process and chairing both the investment committee and risk management committee. Over his 25+ year investment career, he has served as CIO, director of equity research, and research analyst. He has assisted foundations and endowments in determining appropriate investment strategy, asset allocation, and spending policy. He is quoted by the financial press and has been a guest on CNBC and Fox Business. He has a BA in Economics and Mathematics from the University of Virginia and received his MBA from Duke University. He is also a member of the CFA Society of Virginia.

Contact Info:

Phone: 804-270-4000

In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour. 

Dan can be reached at:

Phone Number: (800) 472-8086

Website: http://www.chathamwealth.com/