We get tons of questions about real estate. Should I invest in real estate? How should I invest in real estate; through funds or direct property owenship? How much should I own and how do I think about real estate in the context of my total invstment portfolio. In this episode we discuss long-term real estate investing. In our next episode we will provide an outlook for real estate given today's environment. In this episode, we cover:

1. The case for including real estate in your investment portfolio
2. Unique tax advantages of real estate
3. How much real estate you should own
4. Six steps to get started investing in real estate
5. REITS vs. Private Real Estate Funds vs. Direct Property Ownership
6. How to scale your holdings to build a multi-generational real estate portfolio
7. Transferring real estate to the next generation

Learn More: https://www.thecapitalstewards.com

Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

In the third part of our series on Multi-Generational Wealth, we dive into transferring wealth to the next generation. But this is much more than boring, complex meetings with an attorney and dividing up your assets. Wealth transfer planning is a journey that occurs over many years. Effective wealth transfer should result in leaving a financial springboard for your family. That should be exciting to work on! In this episode we cover:

1. Training Your family
2. 529 Plans: Good for Training; Great for Wealth Transfer
3. Reducing Taxes Through Estate Planning
4. Charitable Foundations for Everyone / Donor Advised Funds
5. How Multi-Generational Investing Differs from Retirement Investing

Learn More: https://www.thecapitalstewards.com

Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Episode 2 in our 3 part series on generational wealth. We discuss one of the top concerns for families: how to not spoil your children and grandchildren. These concepts apply to everyone with kids!

Stewarding wealth, like anything else, requires training over time, not just a one-time meeting or estate planning document. In this episode we discuss how to build the next generation of great wealth stewards using 5 key principles:

1. Engaging the next generation in decision making while they are kids!
2. Getting involved in philanthropy together
3. Involving your children in investment, tax and wealth planning discussions in their 30s (or sooner!)
4. Demonstrating how your values impact business and family decision making
5. Diversification is critical as you pass wealth from generation to generation

Learn More: https://www.thecapitalstewards.com

Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Thinking about building generational wealth for your family? Wondering where to start...or if it's even possible? In this series of episodes we share our perspective about income, assets and wealth. You don't have to be a Rockefeller or a Youtube star to think about building a financial foundation for your family. Multigenerational wealth also doesn't mean that your kids don't need to work and you can sit around all day. Real people can build generational wealth that provides flexibility for their family and empowers generosity.

In this episode we talk about:

• Myths and Real-Life
• Assets > Income
• Debt as a Tool
• How to save and invest across generations (think diversification)

Learn More: https://www.thecapitalstewards.com

Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Are we there yet? Will the recession ever arrive? In this episode we share Capital Steward's investment and economic outlook for the second half of 2023. We discuss our views on inflation, the economy, the stock market and bonds. Most importantly, we share practical advice for investors to consider.

Video version with charts: https://youtu.be/Ygd6hDPg8oc

Learn More: https://www.thecapitalstewards.com

Have investment or financial planning questions? Schedule time with a professional member of our team: https://www.thecapitalstewards.com/contact

Agenda:

0:00 Intro / The Big Picture

4:50 Labor Market / Jobs

6:35 Housing Market / Home Inflation

7:45 Inflation Outlook

9:20 Fed Policy / Interest Rates

11:35 Are We There Yet?.... Recession

17:00 Stock Market Outlook

20:50 Bond Market Outlook

22:10 International Markets

23:35 Practical Steps for Investors / Where You Can Find Help

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Are active fund managers beating passive funds in post-pandemic markets? Should you own only passive index funds? What is the best way to invest and gain exposure to stock and bond markets?

Our work suggests the majority of investment assets should be managed passively to maximize results and reduce both costs and taxes.

However, active management may be useful in a few, less mature asset classes. We lay out our perspective in this episode so that you have real data to make informed decisions.

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

We all wrestle with the concept of stewardship. Is money the root of all evil? Is it a tool to use for good purpose? Should we take our own “giving pledge” and give it all away? What about providing for our family and kids? I don’t have all the answers, but I can share my perspective based on our personal life and my work with clients over the years. We hope this episode helps you put a framework around how you think about money!

Written Blog Post on Stewardship + Links -> https://www.thecapitalstewards.com/learn/worry-about-money-what-is-its-purpose

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

April is often the time when your bonus from last year will be paid out. This is likely the largest cash and stock infusion you will have throughout the year, and we get lots of questions about what to do 1st, 2nd 3rd etc.. And, by the way, we think its OK to have a little fun with your bonus money! In this episode we discuss the 4 things you should do with your bonus payout.

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

In our outlook we cover our views on markets as we head into the 2nd quarter of 2023. We discuss inflation, the banking turmoil and interest rates; as well as what the economic backdrop means for investment assets like stocks and bonds. Watch the video version on our website with the charts below or listen to the podcast version!

0:00 - Intro

1:56 - Long-Term Focus

4:01 - Inflation

7:12 - Fed Rate Hikes

9:01 - Are we headed for Recession?

12:43 - Bond Fixed Income Investing

15:50 - Banking Turmoil

21:48 - Stock Market

26:20 - International Stocks

19:08 - What should investors do now?

Video Version with Charts -> https://www.thecapitalstewards.com/learn/investment-outlook-q2-2023-are-things-as-bad-as-they-seem

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Silicon Valley Bank failed , now Credit Suisse merged with UBS. Can we trust banks and is our money safe? In this episode we cut through the noise on recent bank failures and provide perspective to help you make smart decisions with your cash. We cover:

1) What happened with Silicon Valley Bank & Credit Suisse

2) Why banks just don't have all of our cash on-hand

3) Are banks safe? What should we be doing to be smart with our cash?

4) Are we bailing out banks again? What will happen in the future given the actions of the government

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, listeners should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.