15 Minutes of Finance

In this episode of 15 Minutes of Finance, James breaks down the three core factors of investing: risk, reward, and volatility, and how they shape every financial decision. Drawing on a classic Charlie Munger insight about buying wonderful companies at fair prices, James explains why disciplined investing doesn’t have to be complicated. You’ll also hear why everyday investors can manage their own p...

The market is hitting new highs, but does that really mean everyone is a genius investor? In this episode, James explains why judging performance in a bull market can be misleading and why it is critical to look deeper than the surface. He also reveals how Wall Street analysts use fear-driven headlines to manipulate retail investors into making costly mistakes, often pushing them to sell when they...

In this episode, James breaks down the classic market phrase “buy the rumor, sell the news” and what it really means for investors today. He also highlights the key events to watch this week, from CPI data releases to major updates from companies like Meta and Nvidia . To wrap things up, James dives into the real estate market , exploring its role in a diversified portfolio, the challenges facing...

James goes over one of the industry's best kept secrets and covers current market news during all time highs. He also discusses how headlines/articles are misleading and his preferred 8 indicators of what boom or bust actually looks like for markets and the economy.

In this episode, James breaks down the latest stock market news, explaining how interest rate moves could impact equities for the rest of the year. He covers the recent dip in Palantir (PLTR) and why investors shouldn’t panic, then shares a timeless general portfolio allocation strategy for long-term growth. Plus, James adds a new pick to his ‘Stocks to Watch’ list for smart investors looking ahea...

James breaks down this week’s market moves, earnings buzz, and what could happen if inflation data looks good and the Fed starts flirting with rate cuts. He reveals his firm’s proprietary “ideal” allocation for long-term investors and then wades into a full-blown LinkedIn throwdown with a CFP who’s trying to talk TSP investors out of the C Fund...aka the S&P 500.

James covers market news and goes deep into PLTR earnings and why it's a beast in the investment world. The Who, What, and How of Palantir. The things that make PLTR tick and why people get the companies mission so wrong. Also James Dives into gross profit margin and how you can quickly evaluate a company's efficiency in making money- one of the most important factor in being healthy. Referring to...

Is the market headed for liftoff-or a crash landing? In this episode of 15 Minutes of Finance , James breaks down evidence for both a potential market boom and looming doom. He dives into the efficient frontier , explaining how it can help optimize your portfolio during uncertain times. Plus, James covers the latest market news and explores one of the strangest variables in market shaking global n...

James goes over the all time highs and the important factors that could send it higher (or lower) and explains the value and concern of the oncoming Robo-advisor apocolypse. James also details a new stock to watch for his firm, West and Walters Tax and Wealth Management and dives into some that have already shown real performance promise!

As the holiday weekend approaches, James shares his top stock picks and breaks down the latest market movements. He also explains why interest rate levels matter—and how the right interest rate “sweet spot” can drive higher valuations and stronger investor returns. Have a question or topic you want to hear covered in a future episode? Send us a direct message here:  ⁠⁠⁠⁠⁠⁠Contact - West & Walt...

Every week, we talk about the market news and investment climate. Today, we talk about Palantir's big jump in graduating from the Russell 2000 small-cap index, we see how some of our channel's claims have panned out so far this year, and, we give some insight into the lack of expertise so many "financial professionals" have when giving you advice.

James goes into detail about the many ways the investment world tries to rip people like YOU, off. James covers things like: high fees, fear selling, many hands in the pot, and just plain BAD advice. Plus more! Tune in if you want to learn the ways to avoid them or how you can help someone you know to avoid falling into the same traps. Have a question or topic you want to hear covered in a future...

James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest rates, and Warren Buffett's take on patience in the market! Have a question or topic you want to hear covered in a future episode? Send us a direct message here:  ⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠ Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting?...

James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watch! You’ll learn about the company Circle Internet Group, why diversification is for the average investor and not the diligent investor, and lastly, what stocks James and Co. are watching!

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket! Have a question or topic you want to hear...

James Walters, CRPC, delivers the market news for the week diving into how PLTR has hit new highs, how Chip makers are seeing an increased demand for their chips, and how there can't be a bubble for AI when the business is so good even companies are faking it! Imitation is the sincerest form of flattery! James also covers the feud between President Donald Trump and billionaire Elon Musk and why th...

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about whether you are a passive real estate investor, a "Real Estate Professional," or in operation of a trade or business involving real estate. Each of these designations come with tax deductions and strategies, so understanding them can help save you thousands on y...

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we get really honest about your money! Are you sure you're working with the right people to handle your investments? Learn how to start getting better financial knowledge and avoid industry pitfalls! Have a question or topic you want to hear covered in a future episode? Send...

James discusses the current market news and dives deep into short interest- A very powerful tool to see if all the hate for a company is the real deal or just word salad from someone on CNBC. Also, James discusses how desigining a portfolio is a lot like being the captian on the playground having to pick teams- Sometimes it is the short chubby guy who is the best player, but you just can't tell un...

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover a taboo but important topic: why and how should churches (and other 501(c)(3) organizations) invest their wealth to multiply the giving of their members. We talk about how church investments are different from other entities, and the effect a growth mindset...

James goes into market news for the week and discusses his ideal allocation for individual equities in a portfolio. At the end of the episode James deep dives into direct quotes from some of history's best investors- Ray Dalio, Warren Buffett, Peter Lynch, and Tom Lee. Have a question or topic you want to hear covered in a future episode? Send us a direct message here:  ⁠Contact - West & Walte...

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover one of our more complex topics we've discussed: tax-loss harvesting through Separately Managed Accounts (SMAs). Let's dive into one of the tools of the ultra high net worth individual, where investments are separately managed in a brokerage account designed...

James dives deep into market news, reading a companies quarterly earnings report, and why one puzzle piece doesn't mean the whole picture is ruined. If you'd like your FREE financial plan for the month of May, schedule here ! If you would like to follow us on instagram, follow us here !

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you the mistakes I already know you're making in your 401k plan and explain why they're costing you hundreds of thousands of dollars in retirement! Let's discuss fees, investment options, and long-term planning goals to help you make the most...

Send us a text In this episode of 15 Minutes of Finance , James breaks down the latest market news, shares insights on why Palantir (PLTR) remains one of his favorite companies, and dives into the world of valuation ratios. He explains how different analysts often interpret financial metrics like P/E, PEG, and EV/EBITDA in varied ways—and why these estimates are almost never spot on, often missing...