Brian Kasal is the CEO and founder of Four Star Wealth Advisors, an SEC registered investment firm headquartered in Chicago. Brian holds an MBA from the University of Chicago's Booth School of Business and has been a guest lecturer for their MBA program.
Brian has been a member of the Portfolio Management Institute, PMI, as well as a senior portfolio managing director and senior vice president of Morgan Stanley. Brian has also served clients at PaineWebber, Lehman Brothers and, for 15 years, at William Blair and Company as a senior principal in the private client portfolio management group.
For today’s episode we will cover:
[00:00 - 6:15] Opening Segment.
[6:15 - 13:39] Alternative vehicles to multiply your portfolio.
[13:39 - 18:22] Letting the market tell you the truth.
[18:22 - 23:22] The advantages of working with the investor advisor space.
[23:22 - 31:53] The client-broker relationship.
[31:53 - 37:57] How advisers protect the investors.
[37:57 - 41:44] Looking at the different strategies.
[41:44 - 43:48] Closing segment
Tweetable Quotes:
If you set a plan in place, you don’t need to look at it everyday. The guy that looks at his portfolio everyday… could drive themselves crazy. If you really have a plan that’s long term, why are you looking at your phone every second of the day, worrying about what that stock is doing? - Brian Kasal
If we don’t plan, we will fail. So you have to have a plan in advance - Brian Kasal
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