Tag Archives: Charles Wilton

Charles Wilton – Investment Teaching Moment

Charles WiltonIn this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America.  We go into detail on what it takes for a portfolio manager to make a decision when it comes to investing or not investing in a particular security.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

 

Charles Wilton – Portfolio Management

Charles WiltonI invited Charles Wilton, Private Portfolio Manager at Raymond James to discuss why most people don’t know how to make money in their investment portfolio.

Charles is a veteran.  He explains in plain-English the fundamental flaw that is contained in our DNA that encourages us to make the wrong decisions at the wrong times in our portfolios and provides a very clear and easy to understand disciplined approach that fixes our inherent flawed mindset.

Wisdom is what allows Charles to be able to explain in plain-English what a proper investment approach looks like.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.