Tag: Real Estate

FEATURE
Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

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Welcome to a special episode of the Wealth of Insight podcast with your host, Austyn Whittenburg. Get ready to dive into a crucial topic that impacts us all – politics and its intersection with investing. Austyn breaks down the historical relationship between political events and the market, revealing surprising insights that challenge common perceptions.

In this episode, Austyn covers:

  • The Market’s Impartial Stance: Explore how the market reacts to uncertainty and why it remains impartial to political affiliations.
  • Election Year Volatility: Understand the historical trends in the first five months of election years, and how the market tends to stabilize as election season progresses.
  • Long-Term Focus: Discover why keeping politics out of investing is crucial for long-term success, and how emotional decisions can be detrimental to your financial goals.
  • Historical Performance: Delve into the historical performance of the market under different political administrations, highlighting that markets have seen positive returns in most election years.
  • Diversification Strategies: Austin emphasizes the importance of diversification in a long-term investment strategy and how it can help navigate market volatility.
  • Practical Insights: Gain practical advice on how to build portfolios that anticipate volatility and market changes, rather than reacting impulsively.

Join Austyn as he brings a wealth of insight into separating political noise from sound investment decisions. Don’t let the uncertainty of politics dictate your financial future – empower yourself with knowledge and make informed choices.

Have questions or want to share your thoughts? Reach out to Austyn at Whittenburg Wealth Partners’ website or text him at 801-839-7056. Subscribe and share the Wealth of Insight podcast with your friends and family for more valuable financial wisdom. Remember, your financial journey starts with informed decisions.

 

Connect with Austyn Whittenburg:

 

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FEATURE
2024: What We’re Watching (Ep. 47)

2024: What We’re Watching (Ep. 47)

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What will 2024 look like?

Let’s talk about our anticipations for 2024 and what we’re keeping our eyes on.

Austyn Whittenburg goes over the economic forecast for 2024. He tackles the question of an impending recession and provides insights into stock and bond market trends, all while considering the influence of global events.

Austyn discusses:

  • The economic outlook for 2024
  • What he anticipates the potential recession will look like
  • Stock and Bond market trends 
  • Considerations around geopolitical factors
  • And more

Resources:

Connect with Austyn Whittenburg:

 

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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FEATURE
Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

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With the stock markets changing and public real estate being down 18%, private real estate is still in the positives.

In this episode, Austyn Whittenburg talks with Jeffrey Gross, director at Apollo Global Management, Inc., about the private real estate industry. With inflation going up, private real estate investing could be a fit within your retirement income stream. 

Jeffrey discusses:

  • Why a client could consider real estate as part of their portfolio
  • The different categories of real estate investing
  • Tax benefits from real estate investment income
  • The rising interest rate environment
  • And more

Connect with Austyn Whittenburg:

Connect with Jeffrey Gross:

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of will be attained. You should consider the investment objectives, risks, charges and expenses of REITs carefully before investing.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

About Jeffrey Gross:

Jeffrey Gross is an experienced Director specializing in Alternative Investments with a demonstrated history of working in the financial services industry. Skilled in Capital Raising, Financial Structuring, Real Estate Development, and Real Estate Transactions. Over the last 20 years of capital markets experience have raised more than $3 billion invested in the alternative investment sector including private real estate, private credit, 1031’s, non-traded REIT’s, Closed End Interval Funds and Qualified Opportunity Zone Funds. Maintain strong leadership and interpersonal skills while building long lasting, trusted relationships in the RIA/Family Office/Wire House and Broker Dealer channels. Bachelor of Science (B.S.) focused in Chemical Engineering from Worcester Polytechnic Institute.

Jeff Gross, Apollo Global Management, are not affiliated with or endorsed by Whittenburg Wealth Partners and LPL Financial.



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FEATURE
Tips for Navigating the Real Estate Market With Chase Carter (Ep.6)

Tips for Navigating the Real Estate Market With Chase Carter (Ep.6)

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You may keep hearing about how tight the real estate market is and how tough it can be to get the house you want.

In this episode, Austyn Whittenburg talks with Chase Carter, the founder of Chase Carter Real Estate. Chase shares his expertise on how to make an offer that sets you apart from other buyer competition. He discusses tips and tricks on how to buy a house and provides a little update on the housing market.

Chase discusses:

  • How he got into the real estate industry
  • Why inventory on housing is staying so low
  • Why it’s a great time to sell or upgrade your home
  • How first time home buyers can navigate the market 
  • And more

Resources:

Connect With Austyn Whittenberg:

Connect With Chase Carter:

About Our Guest:

Chase Carter has been in real estate for the past 5 years. He strives to give great customer service to every client he works with. When he isn’t selling homes, Chases loves to spend time with his wife Britt, and two daughters.

Chase Carter and Chase Carter Real Estate are not affiliated with or endorsed by Whittenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

All performance referenced is historical and is no guarantee of future results.

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