Iron Gate Financial Radio Brett Pattison

Ever wonder what happens at a shareholder meeting? Not just any shareholder meeting, but Warren Buffet and Charlie Munger's Berkshire Hathaway meeting?

Brian, Spencer, and Dan attended the Annual Berkshire Hathaway Shareholder Meeting in Omaha last weekend.

In this episode, Brian and Spencer share some highlights and the future of Berkshire Hathaway.

We hope you enjoy this small glimpse into the meeting and the business you own.

Here's to wise investing,

Brian Hunsaker & Spencer Nelson

At Iron Gate, we do everything we can to put the probabilities of making money for you on our side. Our process for buying the best businesses in the world helps put those probabilities in our favor.

A few of the businesses that we love are still down 20 – 40% from all-time highs. However, (and here’s where it’s important to understand), those businesses are more valuable to today than when their stock was trading higher.

Huh? How does that even make sense?

In this episode we discuss two main topics:

- What is the probability that 2023 will be a positive year?
- How can a business (stock) be worth more today than when the stock was trading higher?


After answering those questions, we then address the 25% guy. It’s hard, especially after a bad 2022, to continue to be the 25% guy. (Listen to find out who the 25% guy is.)

Here’s to wise investing,

Brett and Brian

In our recent conversations with clients, a question keeps coming up, “When should I reduce the risk in my portfolio?”.
 
2022 was a brutal bear market so the question makes sense. Every asset class was down, most in double digits. People are tired and frustrated with volatility.
 
In today’s episode we answer the question, “When should someone reduce “risk” in their portfolio?”.
 
We also pose the questions: 

- Do people understand what risk really is?
- Is a less volatile portfolio really less risky?
- What role does someone’s goals play in this whole question?

If there was ever a time to put a plan in place, it's now!
 
Here’s to wise investing,

Brett Pattison and Brian Hunsaker

Following a weekend of a few banks failing, we think it’s important to inform you of what happened and its impact on you.

There has been some wild speculation that has caused unnecessary fear across the country. In a special Sunday night podcast, we answer the following questions:

- What happened to these few banks that failed?
- Is this another 2008 style bank bailout?
- What does it mean to you, as a depositor, at a bank?
- What would happen if TD Ameritrade, Charles Schwab, or any other brokerage failed? Would you lose all your money?

We hope this podcast educates, informs, and most of all, reduces any fear you may have with this weekend’s craziness.

Here’s to wise investing,

Brett, Brian, and Spencer

Thanks to the Fed (and inflation), interest rates have moved higher and faster than any other time in history. It truly has been a historic rise.

Here’s where we stand now –

• 2-year treasury is now at 5.05% (1 year ago it was 1.68%)
• 10-year treasury is now at 3.88% (1 year ago it was 1.94%)
• a 30-year mortgage is now 6.8% (1 year ago it was 3.85%)

As interest rates have risen, investors are now considering bonds, CD’s, and treasuries more than they have in the last 10 years. But is that a good idea?

In this episode, Brett and Brian each take a stance on buying these investments. Their stances may surprise you.

So are bonds, CD’s, or treasuries right for you? We provide information necessary to make the best decision possible.


Here’s to wise investing,

Brett Pattison & Brian Hunsaker

Peter Lynch, one of the greatest investors in the last 50 years, averaged 29.2% per year from 1977-1990. It's one of the best investing streaks in history.

In his writing, Lynch gives 10 rules for investing that are critical in compounding wealth over time. Lynch's transparency in his approach (and success) are why so many people try to mimic how he invested.

In this episode, we share, define, and discuss these rules. Here's a few examples:

- Ignore economic forecasts
- Buy companies with competitive advantages
- Let your winners run

Some of these rules are easier said than done, which is why Iron Gate Global is here to keep you on track.

Buckle up! We cover a lot of important ground in this episode. 

Here's to wise investing,

Brett Pattison and Brian Hunsaker