50 episodes

A Wealth of Advice is an open exploration of ideas and actionable advice with the goal of helping you to achieve your personal aspirations. The team at Kathmere Capital and their guests strive to deliver thoughtful insights on how to manage your wealth, realize successes in your career and live a healthy, personally fulfilling life.

A Wealth of Advice Kathmere Capital Management

    • Business
    • 5.0 • 10 Ratings

A Wealth of Advice is an open exploration of ideas and actionable advice with the goal of helping you to achieve your personal aspirations. The team at Kathmere Capital and their guests strive to deliver thoughtful insights on how to manage your wealth, realize successes in your career and live a healthy, personally fulfilling life.

    Recessions and the Stock Market

    Recessions and the Stock Market

    In today's episode Nicholas Olesen, CFP®, CPWA® talks with Nicholas Ryder, CFA®, Kathmere Capital's Chief Investment Officer, about a recent commentary he wrote to answer questions about how much the stock market is impacted by a recession.
    For the charts discussed during the podcast and the original commentary, please visit: http://bit.ly/KCM-BLOG 
    Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

    • 30 min
    The Silver Lining To A Market Pullback

    The Silver Lining To A Market Pullback

    In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.
    Rather than spend 30 minutes on all that it entails and multiple examples of how it works, this episode will cut right to how our investment team utilizes tax-loss harvesting.  In a recent published paper in the Financial Analysts Journal, and then summarized in an article from Vanguard, by implementing these strategies investors could benefit as much as 0.92% annually. There are not a lot of guarantees from investing, but tax savings is one guarantee we can take advantage of. 
    We would love to help!  Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

    • 9 min
    Why Does This Market Decline Feels So Much Worse?

    Why Does This Market Decline Feels So Much Worse?

    In today's episode Nicholas Olesen, CFP®, CPWA® shares why this 10% pullback in the stock market feels so much worse and that data that validates those feelings.
    "How is the market only down 10%?" is a common question in recent conversations with investors and we believe it's a very fair feeling. Rather than just respond with, that's a normal pullback or it'll come back, we thought it would be more helpful to dive into the underlying reasons this feeling makes sense.
    Here's the three main reasons we expand on:
    Stocks and bonds are both down more than 10% so far this year, the largest joint drawdown since the late 1970's. The drawdown has been much, much worse for many stocks The largest and most commonly owned companies have also pulled back more You can see the charts referenced by visiting: www.kathmere.com/blog
     

    • 16 min
    An Innovative Approach to Investing in Emerging Markets

    An Innovative Approach to Investing in Emerging Markets

    In today's episode Nicholas Olesen, CFP®, CPWA® & Nicholas Ryder, CFA® talk with Perth Tolle, who brings an innovative way to invest in and view emerging markets, through a freedom analysis. 
    With the events of today, Russia's horrific invasion of and war against Ukraine, many investors may be asking how they can allocate to emerging markets but stay clear of investing in areas of autocracy. As you will hear, Perth created the Freedom 100 Emerging Markets Index, which is a freedom-weighted equity strategy that uses personal and economic freedom metrics as primary factors in its investment process to invest in emerging markets.
    You can find the video interview and transcript by visiting: https://www.kathmere.com/blog 
    We would love to help!  Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

    • 34 min
    Be An Optimistic Investor and Pessimistic Saver

    Be An Optimistic Investor and Pessimistic Saver

    In today's episode, Nicholas Olesen, CFP®, CPWA® shares how seductive pessimism can be and why it's so hard but advantageous to be an optimistic investor.
    With what feels like a world getting closer and closer to WWIII, it’s understandable that, from an investing perspective, you can start to feel concerned.  However, as Nicholas shares, allowing history to be your gauge, not market pundits selling fear, can help you stay the course.
    To learn more about our firm and how we help our clients, visit: https://www.kathmere.com/ 
    We would love to help!  Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

    • 14 min
    Top Tax Reduction Strategies for Executives and High-Income Earners

    Top Tax Reduction Strategies for Executives and High-Income Earners

    In today's episode Nicholas Olesen, CFP®, CPWA® shares the top tax reduction strategies we have advised executives and other high-income earners to take advantage of. 
    Taxes is probably the one thing just about everyone feels they pay too much of. For executives and high-income earners, it is by far the largest expense they pay each year and for many it costs them over 50% of their income. 
    Nicholas starts off with a little tax terminology and education and then shares what he have seen as the most impactul strategies. Here's a few topics covered:
    Difference between tax bracket, marginal rate, and effective rate Deductions vs Credits and how to maximize both How past legislation can give us insight into the future for tax law The 4 strategies that you need to be doing today You can find a transcript of today’s show by visiting: https://www.kathmere.com/blog
    We would love to help!  Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

    • 33 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

Tqa1121 ,

Love this podcast

Great content and discussion in well prepared and relevant “bite sized” segments. Well done. Tom - NYC.

Wrk2ski ,

Unbiased Intelligent Understandable

Great advice. Easy to understand. Not political or biased which is hard to find in any subject now.

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