Markets are sending mixed signals, and last week left many investors confused.

In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments.

We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks.

This is how advisors are thinking about portfolio positioning when volatility refuses to go away.

➡️ About Chapwood Investments ⬅️

Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs.

Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes.

Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.

Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/

➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️

If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com.

➡️ Looking for more information? ⬅️

Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information.

Listen to our brand new podcast wherever you listen to yours. You can find us by searching “Wealth Transparency with Ed Butowsky”.

Check out Ed's personal websites! Visit https://edbutowsky.com/ https://edbutowsky.video/

➡️ Want to Connect? ⬅️

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Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

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In this thought-provoking episode, we dive deep into the world of the uncommon discussion of the truth behind your investments to uncover the truth about the "Real Rate of Return." Join us as we explore the critical factors that can significantly impact your investment gains, often left unaddressed by financial advisors.

First, we tackle the three issues at play: inflation (cost of living increase), taxes, and management fees. Learn why inflation and taxes can lead to silent wealth erosion and how they can eat away at your hard-earned money if not factored into your investment strategy.

And then there are those elusive management fees. How much are you really paying for professional investment advice, and are those fees justified? We break down the different types of fees, so you can make an informed decision about the cost of financial guidance.

Are financial advisors truly transparent about these critical aspects of investing, or are there hidden agendas? Tune in to explore these vital questions and gain insights into how you can ensure your financial advisor is working in your best interest.

Join us on this eye-opening journey to uncover the "Real Rate of Return" and take control of your financial future. Don't miss this episode; your financial well-being may depend on it!

As always, if you have questions, please direct them to info@chapwoodinvestments.com. Have a great week!

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On this special episode of the Making Sense with Ed Butowsky Podcast, we have the privilege of hosting Perry Kaufman, a seasoned business expert with over 40 years of experience. Perry, who has a background as a CPA and founder, recently established his own firm, PSK Consulting.

In this episode, Ed Butowsky and Jordan McFarland engage in a conversation with Perry about crucial topics for founders who have surpassed the "survivability" stage and are aiming to elevate their businesses from good to great—referred to by Perry as stage 4.

Whether you're in the early stages of building your business or gearing up for the next significant leap, this episode offers valuable insights. If you're contemplating that next step, a discussion with PSK Consulting might prove beneficial to your success.

Topics:

• Stages of business
• Entrepreneur's journey
• Perry's experience analyzing and helping businesses

Thank you for tuning in, and don't forget to send in your questions for our next episode to info@chapwoodinvestments.com!

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