Wealth Transparency with Ed Butowsky

Ed Butowsky

Wealth Transparency with Ed Butowsky is hosted by Ed Butowsky, Managing Partner of Chapwood Investments and a nationally recognized wealth manager with more than three decades of experience. Known for his straight talk and ability to make complex financial issues clear, Ed explores how current events and market trends impact your money in under 30 minutes per episode. Ed’s expertise has been featured in ESPN’s Broke documentary, the landmark Sports Illustrated article How (and Why) Athletes Go Broke, and media outlets including Fox Business, Bloomberg Radio, and PBS Frontline. He has advised celebrities, athletes, and families across the country on building and protecting wealth, while pioneering tools like the CHIP score to better measure portfolio performance. Each episode of Wealth Transparency with Ed Butowsky offers listeners practical insight, candid perspective, and actionable strategies to help navigate investing with confidence. Learn more about Chapwood Investments at www.chapwoodinvestments.com Investment advice offered through Chapwood Investments,LLC, a partner firm of Ethos Financial Group, LLC, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration.  Content contained herein is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.  Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

  1. 4D AGO

    Markets, Metals, and Moves: Insider Insights You Can’t Miss

    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? ⬅️ Facebook – https://www.facebook.com/chapwoodinvestments/ Instagram - https://www.instagram.com/chapwood_in... Twitter – https://twitter.com/EdButowsky/ LinkedIn - www.linkedin.com/in/edbutowsky Substack- https://substack.com/@edbutowsky341348 Truth - https://truthsocial.com/@edbutowsky 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. Send us a text Support the show

    34 min
  2. 05/09/2024

    REITs and Other Real Estate with David Auerbach

    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 investmentsDifferent categories of REITsThe relationship between interest rates and REITsCurrent opportunities within the REIT marketRemember 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. Send us a text Support the show

    41 min

About

Wealth Transparency with Ed Butowsky is hosted by Ed Butowsky, Managing Partner of Chapwood Investments and a nationally recognized wealth manager with more than three decades of experience. Known for his straight talk and ability to make complex financial issues clear, Ed explores how current events and market trends impact your money in under 30 minutes per episode. Ed’s expertise has been featured in ESPN’s Broke documentary, the landmark Sports Illustrated article How (and Why) Athletes Go Broke, and media outlets including Fox Business, Bloomberg Radio, and PBS Frontline. He has advised celebrities, athletes, and families across the country on building and protecting wealth, while pioneering tools like the CHIP score to better measure portfolio performance. Each episode of Wealth Transparency with Ed Butowsky offers listeners practical insight, candid perspective, and actionable strategies to help navigate investing with confidence. Learn more about Chapwood Investments at www.chapwoodinvestments.com Investment advice offered through Chapwood Investments,LLC, a partner firm of Ethos Financial Group, LLC, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration.  Content contained herein is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.  Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.