Tag Archives: Investing

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

February 8, 2023Finance, Financial, Financial Planning, Truth, Wealth2023, Call Strategy, Copper Beech Financial Group, Economy, Emotions, Financial Planning, Investing, Investors, Market Outlook, Money, Podcast, Portfolio Management, The Truth About Wealththetruthaboutwealth

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Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer.

In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian shares his approach to investing, what he believes 2023 has to offer, and some advice for nervous investors who want to pull their money out of the market completely.

Christian discusses:

The 2023 market outlook
A comparison of active and passive portfolio management
What’s a cover call strategy and its benefits if done properly
His advice for nervous investors and reasons to stay invested
And more!

Resources:

Looking into Future Economic Trends (Ep. 82)

Connect with Christian Hyldahl:

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About Our Guest:

Christian Hyldahl, CFA®, is the founder and president of Varium Investment Partners. He has 27 years of portfolio management, investment strategy, and research experience across multiple investment styles and products under his belt. Christian is consistently a top portfolio manager in multiple equity categories. Christian is a chartered financial analyst and obtained his master’s of business administration from the Fuqua School of Business, Duke University. Before that, he attended the London School of Economics for their specialized program in international economics and asset management and obtained his Bachelor of Arts in English and History from Bucknell University.

Investing In Oil And Gas with Don Hosmer (Ep. 97)

December 28, 2022Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, Gas, Investing, John and Michael Parise, Markets, Oil, Podcast, Royale Energy Inc., Tax Benefits, The Truth About Wealththetruthaboutwealth

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Many people have been questioning oil and gas with regard to America’s current politics. Luckily, Don Hosmer from Royale Energy, Inc., is here to provide us with some insight!

In this episode, John and Michael Parise speak with Don Hosmer from Royale Energy, Inc. Don talks about investing in oil and gas. He highlights the benefits of the industry from an investment standpoint, its tax benefits, and opportunities based on its peak demand.

Don discusses:

The fundamental and psychological reasons behind the softness seen in the oil market
The current challenges that the oil industry is facing in the public sectors
The current state of the oil reserve and the life cycle to replenish it
The tax benefits of his investment program and of investing in oil and gas
The risks involved in drilling for oil and gas
And more!

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About Our Guest:

Don Hosmer resides in California and is Royale Energy, Inc’s CEO, an oil and natural gas company.

Don started the company with his father in 1986. They started with a team of geologists and engineers and started the company primarily as a natural gas producer.

Approximately three years ago, Royale Energy, Inc. merged with a team of petroleum engineers to form the oil and gas company that is today.

Learn How To Allocate Your Assets To Meet Goals (Ep.83)

June 1, 2022Finance, Financial, Financial Planning, Truth, WealthAsset Classes, Assets, Bonds, CD, Commodities, Copper Beech Financial Group, Finance, Financial Advice, Investing, John and Michael Parise, Markets, Real Estate, The Truth About Wealththetruthaboutwealth

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Do you know what to do when the markets are saturated?

A good idea is to reallocate your assets to protect your investment portfolio.

This week, John and Michael Parise go back to basics with a conversation on asset classes. They categorize them while explaining what to do with them, what to expect from them, and how to protect them.

John and Michael discuss:

How CDs work
What are the pros and cons of bonds
Stock investing and when you should buy into the market
Real estate as a wealth-producing asset
The truth about investing in gold, silver, and commodities to balance out stresses in the market
And more!

Resources:

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Looking into Future Economic Trends (Ep. 82)

May 18, 2022Finance, Financial, Financial Planning, Truth, WealthChristian Hyldahl, Copper Beech Financial Group, Economy, Finance, Financial Advisor, Inflation, Investing, John and Michael Parise, Market Investing, The Truth About Wealth Podcastthetruthaboutwealth

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Right now interest rates and inflation are higher than most of us have ever seen.

The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years.

In this episode of The Truth About Wealth, John and Michael are joined by Christian Hyldahl, a financial professional at Varium Investments who has been in the financial business for 30 years, to discuss what the economic trends will look like in the next short future.

John, Michael, and Christian discuss:

Christian’s thoughts on who is to blame for inflation
Advice for retirees facing an inflated market
The influence that the fed has had on the market
What might happen in response to the inflated market
And more

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70. The State of Gold and Silver As An Asset Class With Andy Schectman

December 1, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, Gold and Silver, Investing, Investment, John and Michael Parise, Precious Metals, The Truth About Wealth Podcastthetruthaboutwealth

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Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio.

In this episode, John and Michael Parise are joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy lays out a brief history of the gold and silver industry, and it’s current state as an asset class before diving into three major events that happened throughout Andy’s career that will continue to shape the industry.

Andy discusses:

The background and state of the gold and silver industry
The six major mints in the world
Why gold and silver may be an important asset class to have in your portfolio
The three major events of Andy’s career that continue to shape the industry
And more

Connect with Andy Schectman:

Connect with John and Michael:

Copper Beech Financial Group: (856) 988-8300
John Parise
Michael Parise

About Our Guest:

Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business.

60. The Generational Impact Of The SECURE Act — Part One

July 7, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial, Family, father-son, Finance, Financial, Generations, Invest, Investing, John and Michael Parise, Michael Parise, Next Generation, The Truth About Wealth, The Truth About Wealth Podcast, Wealththetruthaboutwealth

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A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth.

In this episode, John and Michael Parise discuss these new provisions of the SECURE Act. They reveal the problems you could face if you don’t prepare properly and the importance of taking future generations into consideration when you’re developing your plan.

John and Michael discuss:

What the SECURE Act is and how new provisions may impact your plan
How to recognize when you may have a problem with your plans—and how to fix it
How your children could be taxed if you don’t take the SECURE Act into account
And more!

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Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

February 3, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial, Copper Beech Financial Group, Cost, Emotions, Family, father-son, Finance, Financial, Freelance, Generations, Invest, Investing, John and Michael Parise, John Parise, Leadership, Michael Parise, Next Generation, Proverb, The Truth About Wealth, The Truth About Wealth Podcast, Trustees, Values, Wealththetruthaboutwealth

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Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?

In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization.

In this episode, you will learn:

The role of the second generation in passing down family wealth
Legacy letters and mission statements as generational roadmaps
How culture shift impacts generational wealth
How having a “beginner’s mind” can help when building a family’s future
Easy ways to involve later generations in the family’s wealth
And more!

Listen today to find out the role of the second and third generations when handling and passing down family revenue!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Creating and Building a 100-Year Family Vision (Part One)

Episode 49 – Creating and Building a 100-Year Family Vision – Part 1

January 20, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial, Copper Beech Financial Group, Cost, Emotions, Family, father-son, Finance, Financial, Freelance, Generations, Invest, Investing, John and Michael Parise, John Parise, Leadership, Michael Parise, Next Generation, Proverb, The Truth About Wealth, The Truth About Wealth Podcast, Trustees, Values, Wealththetruthaboutwealth

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There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly.

Would you agree?

In part one of this two-part mini-series, John and Michael Parise explain everything you need to know about correctly handling multigenerational wealth. They highlight the importance of being aligned on the family financial strategy, no matter what generation you are.

In this episode, you will learn:

John’s take on what the “shirtsleeves to shirtsleeves in three generations” proverb means
How generations one, two, and three have taken care of family wealth historically
John and Michael’s insight on generational leadership
The importance of being responsible with your wealth
And more!

Tune in to find out how family values, adaptation, and communication can influence the establishment of a multigenerational wealth vision!

Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke

January 6, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial, Copper Beech Financial Group, Cost, Emotions, Family, father-son, Finance, Financial, Freelance, Generations, Invest, Investing, John and Michael Parise, John Parise, Michael Parise, Next Generation, Temperature, The Truth About Wealth, The Truth About Wealth Podcast, Trustees, Wealth, Winethetruthaboutwealth

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On this leg of our Wine Adventure, we take a look at the Italian region!

In this episode, John and Michael Parise sit down with Tim O’Rourke to identify the wines that come out of Italy, what sets these wines apart from the rest and how you can choose an Italian wine that pairs with your meal.

In this episode, you will learn:

What wines come out of the different regions of Italy
How you can find quality wines for quality prices
Tools that you can use to find the wine you are looking for
What you can do to find your wine preference
What Italian wines pair with what meals
And more!

Tune in now to add some information to your knowledge on wine and how you can find one that suits you!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise

Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke

December 23, 2020Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial, Copper Beech Financial Group, Cost, Emotions, Family, father-son, Finance, Financial, Freelance, Generations, Invest, Investing, John and Michael Parise, John Parise, Michael Parise, Next Generation, Temperature, The Truth About Wealth, The Truth About Wealth Podcast, Trustees, Wealth, Winethetruthaboutwealth

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France is one of the world’s largest producers of wine, and is the source of many grape varieties such as Cabernet Sauvignon, Chardonnay, Sauvignon blanc, and Pinot noir.

In this episode, John and Michael Parise sit down with wine investor Tim O’Rourke to examine what sets France apart as a producer of wine and how wine can be a multi-generational business, as well as tips for wine collecting and storage.

In this episode, you will learn:

How and where Cabernet Sauvignon was initially created
Why winemaking is a “freelance” creation that depends on the winemaker
Tim’s take on what determines the cost of wine bottles
Winemaking as a multi-generational business
The importance of being “temperature consistent” when storing wines
And more!

From France to the rest of the world, tune in to find out everything you need to know about the evolution of French wine and champagne!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise