test https://www.youtube.com/@MakingSensewithEdButowsky Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results. Send us a text Support the show

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing. The CHIP Score helps answer questions such as: How is my portfolio performing in relation to my financial needs?Am I keeping up with increases in my cost of living?Is my portfolio properly diversified for my goals?How much risk am I taking?To learn more about the C...

Investing during a bull market can make it seem like the stock market is easy, but we know investors still have questions. A bull market occurs when the market rises around 20% from recent lows. In this episode, Ed and Jordan will cover the key topics: What is a bull market?What is a bear market?What should investors do during a bull market?Recent examples of bull markets compared to bear marketsBe sure to subscribe and check out the rest of our podcast library! Remember: ALL content is pure...

This week, Ed Butowsky and Jordan McFarland discuss the important topic of investment correlation and how it impacts your portfolio and investment returns. In this episode, they cover: What is investment correlation?Why should the average person care, and how can they determine their own investment correlation?The benefits of having low correlation in a portfolioHow different sectors correlate with each other

In this episode, Ed Butowsky and Jordan McFarland discuss two of the most ambiguous terms in the financial world: risk and diversification. They emphasize that vague planning leads to unclear outcomes, undermining the purpose of proper financial planning. Key topics covered include: Risk ToleranceProper DiversificationCorrelation in Your PortfolioSpecific ExamplesBe sure to turn your question in today to have it featured on a future podcast show. To learn more about Chapwood, visit www.chapwo...

In this episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland discuss the issue of over concentration in the investment world. From professional athletes to high-earning entrepreneurs, many investors have portfolios that are too heavily concentrated, leading to excessive risk. Ed and Jordan discuss the following topics: Overconcentration versus diversificationProfessional athletes and overconcentrationEveryday investors and overconcentrationReal EstatePrivate EquityVenture Cap...

Real estate investment is a well-known avenue that has remained a cornerstone of American investment culture. With its tangible assets, potential for appreciation, and opportunity for cash flows, real estate can be a lucrative investment, particularly for individuals with substantial assets. However, in today's discussion, we're delving into REITs, a distinct type of real estate investment traded on major exchanges such as the NYSE. Joined by David Auerbach, CIO of Hoya Capital and a nearly t...

What was once a routine milestone for many just a few decades ago has now become a significant challenge in today's world. The landscape of homeownership in America has dramatically changed due to various factors: institutions buying up housing, rising interest rates, escalating home prices, and ongoing supply and demand issues have all made buying a home more difficult than ever. In today’s episode, Jordan McFarland and Ed Butowsky discuss these issues and more. Here are a few key topics th...

In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them. Vijay's firm, Scarsdale Capital, has proven different. In this episode: Vijay’s background at Marathon, what he learned, and why he decided to start ScarsdaleSome questions investors typically like t...

Have you ever wondered how the tax policy affects your daily life? Long-time policy expert and president emeritus at the Tax Foundation joins us for the 16th episode of the Making Sense Podcast where Ed Butowsky and Scott delve into Scott's new book, Taxocracy, which is coming out April 9th. In addition to the book, Ed and Scott delve into several pertinent issues in the US currently such as: Our nation's debt ceilingSocial Security fading awaySeveral tax cuts ending soon that will create o...

The Investment Forensics toolbox was designed for investors to have the capabilities to use institutional investment tools on their own portfolios in a simple and clear way. In this episode, Ed Butowsky and Jordan McFarland discuss the importance of including the Investment Forensics Toolbox in your portfolio plan, and share a specific example of the benefit it can bring. Please see the following summaries of the 10 unique tools within the Investment Forensics Toolbox to gain a better unders...

In 2005, Ed Butowsky developed the 8 Metrics, a tool designed to gauge an investor's portfolio efficiency. This involves analyzing eight crucial data points and presenting a clear, understandable score for non-professional investors. Having managed high net worth portfolios at Morgan Stanley for nearly two decades, Ed recognized the significance of imparting essential portfolio knowledge in an easily understandable manner to individuals. In this podcast, Ed and Jordan McFarland explore each...

In the first episode of 2024, Ed and Jordan delve into the key investment storylines to keep an eye on this year. Amidst numerous narratives that may emerge, these three stand out as crucial, irrespective of circumstances: The Fed and Interest Rates:Examining the Federal Reserve's decisions in 2023 and projecting their implications for the current year.Overview of Sectors Heading into 2024:Analyzing the standout performers and underperformers of 2023, along with identifying sectors worth obse...

Join our year-end webinar featuring esteemed guest Michael Gayed, CFA. Michael Gayed is a highly regarded Investment Manager at Tidal Financial Group in New York City, recognized for his award-winning and results-oriented approach. In this video, Ed and Michael discuss: - The stock & bond market - The overseas market - Crypto, bitcoin, and currencies - 2024 & more This webinar is also available on YouTube @MakingSensewithEdButowsky. To learn more about Chapwo...

In this episode, the Chapwood Investments team is joined by Alan Strauss, a seasoned expert in alternative investments from Crystal Capital in Miami, FL. Crystal Capital operates as an alternative investment platform. During our discussion, we delve into the following topics: Examining the historical performance of hedge funds and private equity in comparison to the traditional 60/40 investment portfolio.Exploring the associated risks with alternative investments.Highlighting the benefits of ...

Welcome to today's 10th episode. Many individuals seek investments that not only grow effectively but also act as a hedge against inflation. Unfortunately, there is a tendency for people to rely too heavily on online advice, especially when it comes to inflation-resistant investments. Commonly, individuals turn to assets like gold, cryptocurrencies, and NFTs based on internet recommendations. In today's discussion, we will explore the traditional and well-established hedge, gold, along with ...

On this special episode of the Making Sense with Ed Butowsky Podcast, we have the privilege of hosting Perry Kaufman, a seasoned business expert with over 40 years of experience. Perry, who has a background as a CPA and founder, recently established his own firm, PSK Consulting. In this episode, Ed Butowsky and Jordan McFarland engage in a conversation with Perry about crucial topics for founders who have surpassed the "survivability" stage and are aiming to elevate their businesses from good...

In the 8th episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland guide listeners on viewing the stock market through an investor's lens and highlight strategies for identifying potentially valuable opportunities. By viewing your portfolio from both a tactical and strategic perspective, you can better understand how to approach your investments. In addition, Ed and Jordan discuss: Why industry experts are often times wrong with their diagnosis of the economy and thoughts on t...

This week, our special guest is Heidi Ortman, a seasoned diamond expert and the owner of J. Ortman Inc. This company, a leading authority in buying, selling, and redesigning jewelry and precious gems since 1899, is based in the Sunshine State. In this episode, we delve into the reasons why diamonds can be an excellent investment, especially for those seeking a hedge against inflation. Heidi sheds light on the strategy of positioning oneself for growth by acquiring diamonds at a discount to th...

In this edition of the Making Sense with Ed Butowsky Podcast, Jordan and Ed delve into the factors influencing stock market fluctuations. While the stock market's behavior often appears puzzling and counterintuitive to many, there are consistent underlying factors responsible for driving change that we see commonly occur. Institutional investors (companies), GDP, employment figures (or their absence), inflation, geopolitical events, and numerous other elements all exert significant influenc...