Tag Archives: portfolio management

Charles Wilton – Why Buy UPS

Charles WiltonIn today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  In the last episode we discussed a recent sale within the portfolio and now we further our discussion with the rational for buying UPS.

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 – Why Sell Home Depot

Charles WiltonIn today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  We continue our discussion on selling Home Depot.

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.

Wilfred Hahn – Portfolio Management (HAHN Investment Stewards)

Picture2On today’s episode, I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards.  The oldest actively managed global ETF manager in North America.

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.

KEY041 | Overview of HAHN Investment Stewards

Overview of HAHN Investment Stewards

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards.  The oldest actively managed global ETF manager in North America.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

ITEMS MENTIONED IN THIS EPISODE

KEY040 | Why Buy Caterpillar

Why Buy Caterpillar

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Subscribe: Apple Podcasts | RSS

IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I going to have an in-depth discussion with Charles Wilton, a portfolio manager with the private investment management group at Raymond James Financial.  We are going to talk about the buy side of investing and how important it is.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

ITEMS MENTIONED IN THIS EPISODE

Charles Wilton – Why Buy Caterpillar

Charles WiltonOn today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James.  In this video, we continue our discussion on the buying side of investing.

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.