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The BIG Mistake(s)
Episode 5
When people make small mistakes and deviations with their retirement portfolio, we can work through it. But there’s a BIG mistake that people make th…
4 years, 3 months ago
A Leap of Faith with Lindsay Metcalf
Episode 4
In 1995, I started my investment firm, Capital Investment Advisers. I left a job where I had a consistent client base, a good salary, employee benefi…
4 years, 3 months ago
Interrupting Mass Incarceration with Chris Hoke
Episode 3
In my role as a CFP, I’ve been introduced to some awesome people and organizations across the country and the world. Today’s guest, Pastor Chris Hoke…
4 years, 4 months ago
The Greatest Risk to Retirement
Episode 2
Today I want to share a risk that many people aren’t aware of as they approach retirement: sequence of returns risk. When you retire, there’s no way …
4 years, 4 months ago
You may never have heard of Trend Following as an investment strategy. That’s because it’s not a commonly followed approach for any of the Finance Experts you’ll find out there. It’s an investing approach that has been in existence for a long time but has only been used by hedge funds, until now. My guest on this episode is Alex Krainer, Founder of Krainer Analytics and I-System Trend Following. He’s served in the financial industry as a hedge fund manager, market analyst, and futures trader since 1996. He’s also the author of many books. He publishes the daily “Trend Compass Report,” which I have found extremely valuable. This episode will introduce you to the concept of Trend Following, explain the basics of how it works, and walk you through Alex’s experience as what might be considered a “contrary” voice in the investing world. You will want to hear this episode if you are interested in... Trend following: a helpful tool for developing investment strategies [1:40] Alex’s experience and development of t
Episode 1
You may never have heard of Trend Following as an investment strategy. That’s because it’s not a commonly followed approach for any of the Finance Ex…
4 years, 5 months ago
Welcome to Upthinking Finance
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial pro…
4 years, 5 months ago