The Investing Evolution Podcast

So the popularity of exchange-traded funds (ETFs) is on the rise. But how do investment pros like those at Sungarden incorporate them into their portfolios? Today, Vince Esposito and Rob Isbitts are back with part two of their mini-series to discuss their unique way of using ETFs and what they look for when choosing them. … Continue reading Episode 11 — Exploring ETFs: Part 2 →

The Sungarden team has noticed that more investors are choosing exchange-traded funds (ETFs) over mutual funds. But what are ETFs and what makes them so popular? In part one of their mini-series on exchange-traded funds, Rob Isbitts and Vince Esposito sit down to explore all-things ETFs, looking at what they are and why should you … Continue reading Episode 10 — Exploring ETFs: Part 1 →

Vince Esposito and Rob Isbitts have the letter T on their minds — and as an investor, so should you. Today, Vince and Rob spell out their top-nine investing trends, all beginning with the letter T, that they recommend keeping in mind for 2019. From traders to treasuries, Vince and Rob cover all the important … Continue reading Episode 9 – Nine T Words for 2019 →

When investing for different time frames, all you have to do is invest in separate portfolios for your short-, intermediate-, and long-term goals, right? According to Vince Esposito and Rob Isbitts, it’s not that easy. Today, Vince and Rob explore the strategy behind investing for multiple timeframes, debunking the popular “bucket theory” and explaining … Continue reading Episode 8 – Thinking in Multiple Time Frames →

Your investment advisor should be your teammate, not your opponent. Today, Vince Esposito and Rob Isbitts explore the dynamics between investment advisors and investors, highlighting the benefits investors can enjoy from having a teammate relationship with their advisor. In this episode, you’ll learn: Why transparency is a critical aspect of being a teammate The difference … Continue reading Episode 7 – Teammates vs. Opponents →

When the markets are misbehaving, how do you keep up? Today, Vince Esposito and Rob Isbitts discuss common investor attitudes that influence the market, and how investors can adapt to become better prepared for its ever-changing cycles. In this episode, you’ll learn: How ETFs and high-frequency traders amplify market swings Why it’s important for investors … Continue reading Episode 6 – Misbehaving Markets →

How are you prioritizing preservation with your investments? In today’s episode, Vince Esposito and Rob Isbitts explore the importance of preservation and how Sungarden’s philosophy of Avoiding Big Losses (ABL) gives them an advantage when building portfolios. They discuss: Why advisors need to assess short-term risk tolerance with clients The misconceptions around bonds How thinking … Continue reading Episode 5 – Why We Should be Talking About Preservation More →

When it comes to investing, one size does not fit all. Today, Rob Isbitts and Vince Esposito team up to explore the problems with mainstream investing attitudes, while sharing how they came up with their unique approach to help clients make the best investment decisions for their individual situations. In this episode, Rob and Vince … Continue reading Episode 4 – Breaking Away from the Mainstream Investing Mindset →

Today, Sungarden Investment Research’s managing partners, Rob Isbitts and Vince Esposito, join forces to explore why they work together so well and how their strengths as a team spring from their individual differences. In this episode, you’ll learn: How Rob and Vince had similar paths and values before ever meeting The importance of respecting each … Continue reading Episode 3 – The Yin and Yang of Sungarden →

Summary This is your chance to get to know Sungarden’s Chief Investment Strategist, Rob Isbitts. In this episode, Rob chats about everything from Sungarden to his love of baseball. Rob also discusses: The role his father played in shaping his interest in finance Rob’s passion for lifelong learning and why continuous education is important in … Continue reading Episode 2 — Introduction to Rob Isbitts, Chief Investment Strategist at Sungarden Investment Research →