Iron Gate Financial Radio Brett Pattison

In an election year, the media tends to emphasize market uncertainty, potentially leading to short-term thinking.

Some fear a market correction, especially with recent NASDAQ gains, prompting thoughts to postpone decisions until after the election for clarity.

What type of impact will the election have? Should it matter?

What about Artificial Intelligence? Is now the time to invest?

In this episode, we discuss the answers to these questions and add a little college sports into the mix.

Here's to wise investing,

Brett, Brian, and Spencer

Warren Buffet once said, "Someone's sitting in the shade today because someone planted a tree a long time ago."

In this episode, we talk about three things you need to be aware of if you want to build wealth for your future. 

1. Understanding the Stock Market:  What do you need to know to create wealth?
2. Choosing the Right Investment Accounts:  Do you know which accounts are best for you?
3. Trusting the Investment Process:  Do you have the right investment plan for you?

The answers to these questions may surprise you.

Here's to wise investing,

Brett Pattison, Brian Hunsaker, and Spencer Nelson

The S&P is at an all-time high. Did you miss the chance to invest?

In this episode, we discuss the psychology of investing, while debunking myths around market timing and valuation.

It's important to embrace a long-term perspective and avoid the trap of trying to time the market based on short-term fluctuations.


Here's to wise investing,

Brett Pattison and Brian Hunsaker

What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market.

Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic or political events typically leads to failure in the long run, especially considering the noise surrounding the upcoming 2024 elections.

We're committed to our disciplined approach, focusing on owning businesses and not being swayed by short-term market trends.

Here's to wise investing and a great 2024,

Brett Pattison and Brian Hunsaker

If you're a regular listener, you know how much we admire Charlie Munger. Unfortunately, Charlie passed away on November 28, 2023.

On this special episode, we talk about the FIVE ways Charlie Munger has influenced Iron Gate Global Advisors and us personally.

After listening, we hope you feel the impact of Charlie Munger as well.

Here's to you, Charlie,

Brett Pattison and Brian Hunsaker

Iron Gate just celebrated our 24th year. Through these years, we've seen tumultuous times, such as the dot-com bubble burst of 2000 and the 2008 financial crisis.

How do we navigate through these times? It comes down to a very important concept: who is steering the ship?
Great business leaders are pivotal in steering their companies through rough seas and adapting to market changes. That's why buying companies with great leadership is one of our four criteria to investing.

In this episode we explore the art of investing in a messy world, where proven businesses and smart CEOs are crucial.

Here's to wise investing,

Brett Pattison and Brian Hunsaker