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In a maze of investment options, how do you spot the real deal? This week, Warren Ingram and I demystify what actually constitutes an investment. Spoiler alert: it's not always what you think. From distinguishing genuine opportunities from flashy fads to giving you actionable homework (yes, real homework!), this episode is your primer for making informed investment choices. Full episode linked below. https://lnkd.in/etsy-bU7  And once you've watched it, you can find your 'homework' on the link in the comments. #FinancialFreedomPodcast #PersonalFinance #Investment #CourageousCulture #BruceWhitfield

#financialfreedom is about saving, spending, earning and investing. In this episode of #TheFinancialFreedomPod Bruce Whitfield and I explore investments.

In case you missed it, we began our discussion on Evidence-Based investing, and its academically rich history last week. Our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Dr. John B. McDermott, Executive Director of Investments, for the first of two episodes. Click here and listen to the full episode: https://hubs.la/Q021-VPf0 #math #efficientmarkets #eugenefama #investing #investmentstrategy

I recorded a Behavior Gap Radio episode on the "4 Steps to Successful Investing" recently… I created a playbook that includes: 👂The unlocked episode. 📑An investing guide. ✏️A template Investment Policy Statement that you can fill out for yourself!

🎙️ Don't miss Episode 125! ⏳ Discover why what may not be working today or in a year, could turn into success in five. This applies not just to life but also to your investment journey. Ready to uncover the secrets of long-term investing? Tune in now! 🚀👂 Link in bio. #InvestingWisdom #LongTermSuccess

What a great episode with wonderful guests! Here's a short clip from Investment Masterminds episode 48 with Sheryl Hickerson, FLMI of Females and Finance Community FLMI, Traci Shughart of Premier Wealth Management® and Suzanne Norman, CIMA®, CPCC of Suzanne Norman Consulting. We talked about the importance of mentorships and allies in the effort to help the Financial Services industry evolve to include better diversity of thought to best serve our clients. I will put the full episode link in the comments. Cheers! Swan Global Investments

Investing is a solo game, meaning we can easily fool ourselves into making decisions that are flat-out wrong. This is why having someone to tell you your idea isn't as bright and shiny as you think is a massive strength. When I heard Bill Nygren discuss his exact strategy to minimize these errors in confirmation bias, I immediately took notice. So I asked him about it and was thoroughly impressed with the system he and his colleagues at Harris Associates use for each and every stock they analyze. Here's the system: The analyst does their DD on an idea and clearly likes it. They bring the idea to all the investment professionals in the organization. The team will discuss the idea and try and poke holes in the idea in order to figure out if it's worth owning or not. Then they vote the business in or vote to keep it out. This system imposes "rigour" as Bill Nygren puts it into the pitching system. If you want to pitch a business, you better have all your T's crossed and i's dotted to withstand the questioning process. If you want to learn more about the details of this system, a deep dive into $IQV, Bill's take on the current state of value investing, and a whole lot more check out my latest episode with Bill Nygren and Robert Bierig here ⤵️

🎙️ Episode 126 is live! 💼 Dive into the fundamentals of investing with a focus on future profits and fair pricing. 📈 Join us as we explore how to identify and evaluate great businesses at fair prices, taking cues from investing legends like Warren Buffet and Charlie Munger. Ready to sharpen your investment strategy? Tune in now to learn how to spot opportunities and make informed decisions! 🚀👀 Link in bio. #InvestingInsights #FutureProfits #Episode126

We always have 'yield on investments' in our minds. Yet what we need to learn, according to Dave Wolcott of Pantheon Investments, is that your net worth equals your financial IQ, plus your mindset IQ, plus your health IQ, and your relationship capital. To become future billionaires, this is what we want to focus on from a holistic point of view. Tune in to this powerful episode – INVEST IN YOUR MOST VALUABLE ASSET https://brnw.ch/21wCgnt

Learn about building a robust investment team. How important is investor culture to you? Engage with the community. Check out the episode with Jason Wood from Specificity. https://lnkd.in/euY_Ua7Q #InvestmentStrategy #InvestorRelations #BusinessFinancing #StartupInvesting #FinancialGoals