Investments So Good, Even Advisors Are Buying Them

In this podcast Adrian Hovey and Calvin Rose discuss making the leap from being a Financial Advisor at a large institution to becoming and independent Financial Advisor either on your own or at a smaller firm.

We discuss how to become an independent Financial Advisor and make the successful transition from a large firm to a smaller independent firm. We also discuss a new way to craft better portfolios that turn out to be Insanely Smart.

It takes some guts to make the leap, but the rewards are well worth it, both for you and for your Clients.

This information is provided by Clear Capital Management LP (“Clear Capital” or the Firm”), a Registered Investment Advisor Firm with a principal office in the Commonwealth of Pennsylvania, for informational purposes only.  No portion of the commentary included herein is to be construed as a solicitation to affect a transaction in securities or the provision of personalized investment or tax advice.  The Firm’s market discussion and investment models are based on the Firm’s proprietary research and back-tested market data.  This back-tested data has been prepared with the benefit of hindsight, and the market trends and economic conditions on which these statistics are based may not endure in the future.  Past performance is no guarantee of future results, as there can be no assurance that any particular strategy or investment will prove profitable in the future.  Composite account performance reflects the reinvestment of dividends and other related distributions, as well as the deduction of the Firm’s wealth management fee.  Any reference to a market index or benchmark such as the S&P 500 or the Aggregate Bond Index is included for comparative purposes only, as an index is not a security in which investment can be made.  Indices are unmanaged benchmarks that serve as broad market or sector indicators and do not account for management fees or transaction costs generally associated with investable products.  Clear Capital may discuss and display, charts, graphs, formulas and specific stocks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. This information offers limited information and should not be used on its own to make investment decisions. Investing involves risk, including the potential loss of principal, and investors should be guided accordingly. 

#investing #stockmarket #retirement #retirementplanning #crypto #financialadvisor #retirementincome #intelligentinvestor #stocks #volatility #equities #inflation #independent #RIA #financialplanning 

https://www.clearcapitalmanagement.com/

https://www.youtube.com/@investsmarternow

Chapters

• 0:00 Intro to Insanely Smart Investments
• 1:07 Adrian Hovey Introduction
• 2:25 Calvin Rose Introduction
• 2:45 11-Year Old Firm vs. 100-Year Old Fir
• 3:10 Advantages and Disadvantages of a Large Firm
• 9:48 Advantages and Disadvantages of a Small Firm
• 11:57 Large Firm Taken to an Extreme
• 14:20 Navigating in a Small Firm
• 15:50 Breaking Down the Fear Walls
• 16:50 Comfort with Investments
• 18:42 Does Value Have a Place in High Growth?
• 20:55 Mutual Funds and ETFs - Oh My!
• 22:11 "Know Nothing" Investors - Thank you Warren
• 23:00 The Big Firms Bringing Investments to Middle America
• 25:10 Better Portfolios and a Better Approach
• 27:25 A More Nimble Operation
• 29:00 A Better Client Experience
• 30:00 The Independent RIA World
• 31:15 No One Wins 100% of the Time
• 32:50 Ideas for Future Podcast Topics
• 35:17 A Better Investor Outlook
• 36:35 Disclaimer