The Care For My Wealth Show, with Capstone Wealth Management, helps you navigate capital markets with risk management!
…
continue reading
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
…
continue reading
Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
…
continue reading
Levels of importance for the S&P 500, Nasdaq, Rates, US Dollar, Oil, Copper. Is economic activity slowing or not?!Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
SOLOCAST: Does My Advisor Get Me?
22:42
22:42
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:42
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, Len Hayduchok discusses the importance of financial advisors truly understanding their clien…
…
continue reading
1
Episode 68 - Rachel Lebowitz
40:29
40:29
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
40:29
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or …
…
continue reading
1
AUG 27 - NVDA...will they kill the bull?
21:03
21:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:03
Important levels for NVDA, S&P 500, rates and the US Dollar along with correlations for stocks/bonds/USD.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Joe Simonetta: The Ethical Compass: Navigating Life's Journey
42:23
42:23
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
42:23
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of…
…
continue reading
1
AUG 21 - Jobs revision - Does it matter? S&P 500 important levels.
27:40
27:40
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
27:40
Jobs revision...does it matter? S&P 500 levels of importance. What does it mean to be a "systematic" investor?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
AUG 14 - Disinflation continues and SPX 5479 Pay Attention!
17:24
17:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:24
Levels for the S&P 500 cash and futures to pay attention toCapstone Wealth Management tarafından oluşturuldu
…
continue reading
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, hosts Len Hayduchok and Doug Sandler tackle the intricacies of financial personas and the co…
…
continue reading
1
Episode 67 - Chrissy Lee & Meghan Martin
48:25
48:25
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
48:25
With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…
…
continue reading
1
AUG 3 - Deflationary Risk Off coming?
28:30
28:30
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
28:30
What's causing the stock market to sell off? Is there more? Get the video version of this podcast here: https://rumble.com/v59kwip-are-we-back-to-deflationary-risk-off-part-1.htmlCapstone Wealth Management tarafından oluşturuldu
…
continue reading
1
AUG 1 - S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and Bitcoin
18:00
18:00
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
18:00
S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and BitcoinCapstone Wealth Management tarafından oluşturuldu
…
continue reading
1
JUL 30 - Oil, Earnings and Volatility!
12:44
12:44
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:44
What's Oil (and other Commods) saying? What's MSFT saying? What's VIX saying?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Dennis Torres: Ethics, Fulfillment, and the Power of Continuous Learning
44:16
44:16
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
44:16
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Len Hayduchok and Dennis Torres, through their experiences and insights, navigate the often-overlooked aspect…
…
continue reading
Today's action and major market TRADE and TREND levelsCapstone Wealth Management tarafından oluşturuldu
…
continue reading
Today's daily actionable dataCapstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement
32:28
32:28
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
32:28
About the guest, Jet Vertz: Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35. Prior to going into the avia…
…
continue reading
1
Episode 66 - Carolyn Armitage
54:09
54:09
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:09
For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
…
continue reading
1
JUN 26 - RWA Tokenization
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
What is Real World Tokenization and how does it work?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
JUN 20 - Got risk management?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
risk management is all about investing your money in a way that won't blow you up! Chucking your money in a fund or a single stock and hopeing for the best is a thing of the past. Instead, be algorythmically systematic! Let the market tell you want to do, not the other way around.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
JUN 12 - Higher for longer: THE MARKET
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
On May 30, the title of the podcast that day was that markets were ready to move higher in the face of inflation. The S&P 500 was at 5235 then and, more importantly, was ready to bounce off its TRADE level. It did just that and is now almost 4% higher. The rate of change (RoC) of these price, volume and volatility levels that I give you are valuabl…
…
continue reading
1
JUN 6 - Rate cuts cometh?
54:00
54:00
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:00
A weak labor market likely brings rate cuts a tad faster. Who does that help? In the short run - investors. But, remember, rate cuts can often be the start of a weakening investment cycle too as investors start to wonder if things are weaker than being reported. Otherwise, why would the Fed need to cut?…
…
continue reading
1
Episode 65 - Rebecca Davis & Joe Klein
41:23
41:23
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
41:23
We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
…
continue reading
1
MAY 30 - Markets now ready for a move higher in the face of inflation.
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Currently, markets are testing valuable TRADE momentum support. Even though inflation is headed higher, this is not the time or place to give up on stocks or commodities.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
MAY 22 - Short Term Sell Off?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Curent models suggest markets are ready for a sell off. Deep? Probably not as markets are still bullish TREND. Don;t forget the yield curve is negative and has been now for over 15 months. That's important since markets tend to respond to that with a 15 month lag.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
MAY 15 - Why inflation is not a problem (for now) for stocks.
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Inflation IS a problem for the consumer. Inflation IS NOT a problem (for now) for stocks. The market could stumble – BUT NOT due to inflation.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
MAY 8 - Why inflation is not going to go away in the near term.
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Clips of Danielle Di Martino Booth explaining that the Fed did indeed pivot. The Fed will not REfocus on employment - since it IS weakening - versus solely focusing on inflation. Quantitative Easing is headed back into the system. Inflationary. Additional clip of Jared Bernstein - Biden Econ Advisor - seemingly not understandind money and markets.…
…
continue reading
1
MAY 2 - Fed Pivots! What does it mean?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Jay Powell pivoted after the Fed presser and rate decision.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Episode 64 - Adrian Chastain & Kailee Ostroski
48:42
48:42
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
48:42
In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…
…
continue reading
1
APR 29 - What's all the hubbub about the Yen?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Is the falling Yen really that big of a problem? What macro signals are showing similarities to the OCT 2023 stock index lows?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
APR 25 - Recaptured trend...for now?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Major indexes recaptured their trend durations Tue...but those are once again at risk with the META blow-up. META needs to re-take $474 for it to not be in the bear house. 4 of the "Mag 7" are now bearish trend. Big tech rolling over? STILL...lots of similarities to the OCT 2023 lows happening throughout markets and macro.…
…
continue reading
1
APR 22 - Line in the sand!!
53:59
53:59
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
53:59
Major markets are at the line in the sand - bullish...or bearish! Lots of similarities to OCT 2023 - Move Index (Bond volatility), USD, Rates...could this be the spot market rally for a bit?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
APR 18 - Is the stock market moving to a bearish phase?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Are stock markets breaking trend? Is the next move lower or higher? Who is the whale buying gold?! Is Bitcoin ready to fly into its halving event?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
APR 15 - Did this weekend's Middle East situation change markets?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Did the Middle East siutation this weekend change markets?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
APR 11 - Is this the end of the stock bull road because inflation cannot get tamed?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Is this the end of the bull road because inflation cannot get tamed?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
ARP 8 - Is the US Dollar poised to just keep climbing? What's that do to global debt?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Is the US Dollar poised to just keep climbing? How might that affect the global debt situation?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
APR 4 - What is the Bitcoin halving...and does it matter? Commodities...what should I buy?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
What is the Bitcoin halving...and does it matter? Commodities...what should I buy?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Episode 63 - Do's and Don'ts of COO Onboarding
23:24
23:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
23:24
In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
…
continue reading
1
MAR 28 - Volatility breaking down, broadening the bull market as growth & inflation accelerate.
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Volatility breaking down, broadening the bull market as both growth and inflation accelerate.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 25 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Global risk on! Growth and inflation rising together.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 21 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Fed "coos" dovishCapstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 18 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
How important is NVDA and important stock market levelsCapstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 14 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
What is the market saying about inflation?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 11 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Jobs - can the gov't count? Plus, trade and trend levels.Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Mar 7 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
What does it take to stay wealthy?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
46:27
46:27
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
46:27
We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
…
continue reading
1
Mar 4 - Care For My Wealth - Chris Kline
54:00
54:00
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:00
Is this bull market for real?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Feb 29 - Care For My Wealth - Chris Kline
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Is it too late to enter bitcoin / crypto?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
Today I discuss how to view markets (stocks, bonds, crypto) in a mutli-factor way. What is the trend? Waht's the next real catalyst for market volatility?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Will it be Volatility Up, Market Up - a 1999 Correlation?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Volatility UP, Market UP, Rates UP, Commodities UP - for how long?Capstone Wealth Management tarafından oluşturuldu
…
continue reading
1
Will the Window of Weakness bite the Stock Market?
54:01
54:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:01
Will the Window of Weakness bite the Stock Market?Capstone Wealth Management tarafından oluşturuldu
…
continue reading