Up and to the Right Signature Wealth Management Group

Russell Harris, Brian Ransom, and Ian Payne are back to discuss 9/11 and the impact it made on the United States. We reflect on what we remember from 9/11/2001 (00:55). The economic impact of 9/11 (08:59). New U.S. additions post-9/11 (22:35).
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Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landscape of finance.
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Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52).
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Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29).
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Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)?  How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning  (21:47).
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Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and management for his real estate and referral partners in Destin, Florida. See what Patrick has to offer at https://homefi.us.
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