Wealth Transparency with Ed Butowsky

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:...

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...

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 a...

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:...

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...

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 po...

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....

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...

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 discu...

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...

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...

Ever wonder what happens to your wealth after you're no longer there to manage it?  If you're among many families in the US feeling uneasy about their estate plans, this is the episode for you! Join us as we sit down with renowned estate planning expert Steve Boss, shedding light on the importance and intricacies of setting up an estate plan. Steve has been in the estate planning industr...

Have you found yourself taken aback by the significant increase in the Consumer Price Index (CPI) over the past few years? If you have, brace yourself for a revelation – these figures have actually been consistently underestimated for decades. Join Ed Butowsky and Jordan McFarland in the upcoming episode of "Making Sense," where they engage in a discussion about the escalating living cos...

Have you been told that alternative investments are risky or only for the ultra-high-net worth? Think again.  What if we showed you alternative investing creates a more efficient investment portfolio and goes beyond even hedge funds to collectibles like whiskey barrels, sports cards, or even sneakers? Join me and our Managing Partner, Ed Butowsky, as we take you behind the scenes of the alternativ...

In this thought-provoking episode, we dive deep into the world of the uncommon discussion of the truth behind your investments to uncover the truth about the "Real Rate of Return." Join us as we explore the critical factors that can significantly impact your investment gains, often left unaddressed by financial advisors. First, we tackle the three issues at play: inflation (cost of livin...

In this inaugural episode, we dive into the long and successful career that Ed Butowsky has created over three decades. Growing up north of Manhattan, he was immersed in the financial world from an early stage and learned from his father, David, who was the Chief Enforcement Officer at the SEC and was well-respected in the industry. In this episode, Ed discusses the changes in finance since the la...