10 episodes

This is a portfolio management podcast for clients and potential investors interested in a better way to manage and protect money. Technical analysis is the foundation of our philosophy. We will rarely ever buy at the bottom and sell at the top. This is what most refer to as "market timing", which no one can do. Rather, we aim to conservatively buy on the way up the hill, when markets are advancing. Furthermore, we will start selling after the peak has already occurred, pursuing a defensive stance as a market crash begins. We don't implement a "set it and forget it" approach to money management. It's why we don't leave our client's portfolios to chance. When it comes to your life savings, we take a "Defense First" approach because it's not good enough to make a profit...you have to keep the profit, too.

EZ$ Podcast—Hosted by Zak Leedom, CFP® EZ$ Podcast—Hosted by Zak Leedom, CFP®

    • Investing

This is a portfolio management podcast for clients and potential investors interested in a better way to manage and protect money. Technical analysis is the foundation of our philosophy. We will rarely ever buy at the bottom and sell at the top. This is what most refer to as "market timing", which no one can do. Rather, we aim to conservatively buy on the way up the hill, when markets are advancing. Furthermore, we will start selling after the peak has already occurred, pursuing a defensive stance as a market crash begins. We don't implement a "set it and forget it" approach to money management. It's why we don't leave our client's portfolios to chance. When it comes to your life savings, we take a "Defense First" approach because it's not good enough to make a profit...you have to keep the profit, too.

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