The Capital Stewards Podcast

We tackle where markets are and provide real perspective for investing in the second half of 2022. As we move into a slower period of growth, we discuss how to avoid falling for misconceptions about investing in this environment. We discuss Actual vs. perceived market returns since 2020 Real portfolio diversification - are you as diversified as you think? What's really causing inflation and will t...

Will your children be able to manage money responsibly as adults? Not sure? The school system is terrible at teaching financial concepts....and most of us are uncomfortable talking about money...to anyone. So how are your kids learning about money if you aren't talking about it? ...and by kids we mean both children that live under your roof and those that are adults! In this episode we discuss pra...

Markets have been really volitile over the past week and "Recession" has been one of the most searched terms online. But what actually happens during a recession? Are we headed for another deep crisis? Can the talking heads on TV actually predict where we are going? In this episode we discuss: What actually happens during a recession? How do we know if a recession is coming...can we predicit it? D...

Confused about the different types of retirement accounts? The names don't make it easy either; 401k, IRA, ROTH, ESOP and on and on. In this episode we help bring simplicity to a confusing topic by organizing the mess of accounts into two buckets that you can remember. We dive into strategies to reduce your taxes long-term, many of which are contrary to the rules of thumb you may be using. We also...

Feeling uncertain about markets and your portfolio? Markets and investment portfolios are down this year - almost across the board. So how should investors react? What smart steps should 6-Figure Investors take when markets are volitile? In this episode we discuss: 1) Investor Emotions: The spectrum from panic selling to "doing nothing" during market drops 2) What to do if you feel nervous about y...

Feel like finding financial advice is an icky process? Struggling to find answers to your financial questions and hate feeling like you are being sold all the time? We get it. The investment industry deserves that negative perception. Despite all the "noise," good advice that you can trust is out there. We discuss how to find high quality, trustworthy financial advice. In this episode we give you...

Worried about high inflation and its impact on your investments? Wondering what is stagflation and how could that impact your portfolio? In this episode we discuss inflation in a practical way so that you understand the current environment and how to invest during high inflation. We discuss: What is inflation? How is inflation good and bad? What is stagflation and how is that harmful? What's causi...

Have a mess of investment accounts? Do you know the mix of stocks, bonds and other assets you own? Trying to manage your portfolio across multiple accounts, at multiple financial institutions from multiple employers can be a real challenge. We talk with clients and friends everyday that are struggling to stick to their investment strategy because its just too complex to implement across a web of a...

Investing and smart financial decision making enables you to live the life you desire…the life you are passionate about…the life that makes you excited to wake up in the morning. But what if I don't know exactly what that life looks like? How do I invest if I don't have my life planned out? What if I don't know everything about the next 5, 10 or 30 years? We get it. In fact most other professional...

Hi! We're Brian and Saxon and we're so excited that you're here for the inaugural episode of the show. In this episode we share our own family, career and investing story. We're excited to get to know you and to have you along for the journey! Links: Learn More About Us -> https://www.thecapitalstewards.com/ Still Read Blogs? -> https://www.thecapitalstewards.com/learn