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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In this episode, the Chapwood Investments team is joined by Alan Strauss, a seasoned expert in alternative investments from Crystal Capital in Miami, FL. Crystal Capital operates as an alternative investment platform.

During our discussion, we delve into the following topics:

1. Examining the historical performance of hedge funds and private equity in comparison to the traditional 60/40 investment portfolio.
2. Exploring the associated risks with alternative investments.
3. Highlighting the benefits of incorporating alternative investments into your portfolio.
4. Providing insights on the optimal allocation of a portion of your portfolio to these alternative investments.

To view this webinar on YouTube, click here: https://youtu.be/vRDM-al-lps

For those interested in delving deeper, please visit our website at www.chapwoodinvestments.com. You can schedule a call with Ed and Jordan to explore the possibility of integrating alternative investments into your portfolio.

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What was once a routine milestone for many just a few decades ago has now become a significant challenge in today's world.

The landscape of homeownership in America has dramatically changed due to various factors: institutions buying up housing, rising interest rates, escalating home prices, and ongoing supply and demand issues have all made buying a home more difficult than ever.

In today’s episode, Jordan McFarland and Ed Butowsky discuss these issues and more.

Here are a few key topics they will discuss:

• Is homeownership still a core element of the American dream?
• Practical advice on assessing whether you can afford a home.
• The impact of large corporations on housing supply and demand.
• The growing tensions between older and younger generations regarding homeownership.
• Predictions for the future of the housing market.

As always, we welcome your questions at info@chapwoodinvestments.com. Don’t forget to subscribe and share our podcast—it really helps us out!

www.chapwoodinvestments.com

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In this episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland discuss the issue of over concentration in the investment world.

From professional athletes to high-earning entrepreneurs, many investors have portfolios that are too heavily concentrated, leading to excessive risk.

Ed and Jordan discuss the following topics:

• Overconcentration versus diversification
• Professional athletes and overconcentration
• Everyday investors and overconcentration
• Real Estate
• Private Equity
• Venture Capital

Join us for our 20th episode as we explore this important topic!

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Real estate investment is a well-known avenue that has remained a cornerstone of American investment culture. With its tangible assets, potential for appreciation, and opportunity for cash flows, real estate can be a lucrative investment, particularly for individuals with substantial assets.

However, in today's discussion, we're delving into REITs, a distinct type of real estate investment traded on major exchanges such as the NYSE. Joined by David Auerbach, CIO of Hoya Capital and a nearly three-decade real estate expert, we'll explore various aspects of the real estate landscape:

• How do REITs operate?
• Contrasts with private real estate investments
• Different categories of REITs
• The relationship between interest rates and REITs
• Current opportunities within the REIT market

Remember to share and subscribe to the Making Sense podcast to stay informed about critical topics in investing, finance, and beyond.

This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. (FirmName) does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. The redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.

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In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them.

Vijay's firm, Scarsdale Capital, has proven different.

In this episode:

• Vijay’s background at Marathon, what he learned, and why he decided to start Scarsdale
• Some questions investors typically like to ask:
  • What’s the most important difference between investing in junk bonds and government/safer bonds?
  • Why are yields back to 8% to begin the year?
  • What happens when they lower interest rates soon?
• Discuss what Vijay looks for in a company
  • Are there certain industries he likes/doesn't like?
  • What is the typical composition of your high-yield fixed-income portfolio in terms of sectors, credit quality, and maturity?
  • How does he compare high-yield bonds with other fixed-income investments out there?
  • How do you assess and manage credit risk in the high-yield bond market?

Established in 2018, Scarsdale Capital is a California-based hedge fund manager. The firm is led by Vijay Srinivasan, former global head of research and portfolio manager at Marathon Asset Management. It invests through its flagship fund, Scarsdale Capital Opportunity Fund, which focuses on high-yield and opportunistic credit situations.
This podcast contains general information that may not be suitable for everyone.

The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. (FirmName) does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted.

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