Charting The Course

We are back! What a year it has been for us all here at Full Sail Capital. For those who do not know yet, we are now part of the Mercer Advisors team, based in Denver, CO, and we could not be more excited.  As you'll hear in today's episode, this was a decision that took time, thoughtfulness and lots of internal discussion. As we sit here today, six months since our merger, we are confident in the...

Today, we bring you our first quarter squared away conversation with Zac, Austin, Sam and Tyler. It has been quite an eventful start to the year, to say the least! From the underperformance of the S&P 500 to start off the year, to the market volatility due to tariffs, it's been anything but quiet. Our goal is to always remind investors to stay the course and focus on the variables you CAN cont...

This month, Tyler is joined by advisory team member, Kyle Ray, to look at the importance of assigning a mission statement to your money. From laying out goals to engaging the next generation in the conversation, it all works together to elevate your chances for success. We hope you enjoy!

This month, David joins Tyler to look back on 2024 as well as look ahead to the major headlines facing this new year.  From the Fed and rates to the potential pro-growth economic policies, we analyze a handful of items affecting investors today. As always, our goal is to remain disciplined in our approach and walk alongside investors as they focus on their values and long-term plans. Let us know i...

Full Sail Capital is offering an in-depth Market Recap as we wrap up 2024 and look forward to 2025. Join our Chief Investment Officer, Zac Reynolds, and Investment Analyst, Austin Burk, as they discuss the key market trends and share their expert insights on what to expect in the year ahead. Have questions? Let us know! Visit us at  www.fullsailcapital.com  for more information about our crew! Vid...

Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit  www.fullsailcapital.com

Today, we are joined by clinical psychologist and behavioral finance expert, Dr. Daniel Crosby. His latest book, The Soul of Wealth, is the focus of our discussion as we look at a handful of topics included in his reflections on money and meaning. Joining Tyler in studio is Zac Reynolds, Jordan Dean, and Candace Guy. If you would like a copy of his book, please let us know! The Soul of Wealth -  A...

Today, we bring you our third quarter squared away conversation with Zac, Austin and Tyler. From the market highs and Fed rate cuts to the upcoming election, there was once again a lot of noise in the news and in the markets. Our goal is to always remind investors to stay the course and focus on the variables you CAN control.  If you have any questions or would like a copy of our recent client mar...

School is back in session, football has returned and Fall is in the air.  So, we felt this week was the perfect time to have a brief educational and light-hearted conversation centered around the investing industry in general. Tyler is joined by two of our advisors, Kyle Ray and Jordan Dean, as they breakdown common terms, highlight next-gen acronyms, and end with some great behavioral advice. Let...

It is great to be joined by David Stanley and George Cohlmia. As two seasoned veterans in the finance industry, they have the discernment and wisdom it requires to be a successful investor. Our hope is to encourage all of you to really focus on what matters the most and stay disciplined to your strategy and long-term plans. 

As we hit the mid-point of the year, we are back for another squared away conversation with Zac, Austin and Tyler. From interest rates and market concentration to presidents and economy, we do our best to cover what we feel is most impactful to you the investor.  If you have any questions, or would like a copy of our recent client market update, just let us know! WSJ Article by Jason Zweig

From cash hoarding to drowning in debt, there are many pitfalls and mistakes that any person can face when it comes to money. Today, we sit down with Stacy Murray and Kyle Ray to discuss ten of the more common finance mishaps that can lead to poor financial health. Let us know how we can help you!

We are thrilled to be joined by Andy Burnett, owner of Burnett Equity, as he sits down with us to discuss all-things real estate development. Alongside Tyler in studio, Scott Cravens is back with us to lead this fascinating discussion. We hope you enjoy!

This week, we sit back down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review the recently completed first quarter.  We take a look at the economic and market data, and remind investors the importance "time in the market, not timing the market".  If you have any questions, or would like a copy of our recent client market update, just let us know!

This week, David and Tyler sit down and look back at two previous calendar years, 2023 and 2020, both full of very different headlines, and very different circumstances. At the end of the day there is always going to be some event, headline, or story that will cause any investor to pause. Our goal is to remain disciplined in our approach and walk alongside investors as they focus on their goals an...

Miki Farris is the founder and executive director of Infant Crisis Services. Founded in 1984 as a part of a Sunday School project at Westminster Presbyterian Church, Infant Crisis Services has grown into one of OKC's most impactful non-profits.  Armed with their four core values - compassion, kindness, respect and love - ICS is providing families the opportunity to be healthy, productive citizens...

Today, we sit down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review 2023 and look ahead to the new year. If you have any questions, or would like a copy of our recent client market update, just let us know!

Morgan Housel is a partner at The Collaborative Fund and the author of  Same As Ever  and Th e Psychology of Money . Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the into, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy! Sam...

Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit fullsailcapital.com

As we wrap up the year, there is no better way than to have one of the final episodes highlight another local non-profit. Today, we sit down with Cheri Weaver, executive director at Wings , and hear all about their mission, vision and passion for their members. As stated, their mission is to enhance the lives of adults with developmental disabilities through social, vocational and residential prog...

We are honored to be joined by Medicare expert, Julia Fuentes, with Vanguard's financial advisor services. As a financial planning and coaching strategist, she has become an expert in the Medicare world and was kind enough to jump on the phone to visit with us about the details of this evolving marketplace. Below are a few items provided by Vanguard that elaborate on a couple topics we discussed:...

This week we continue our conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sat down to discuss ten of the more impactful ones. Today, we look at the remaining five - Financial Crises, ESG Investing, Passive Investing, Regulatory Changes, and Demographics. Enjoy!

This week we kick off a two-part conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sit down to discuss ten of the more impactful ones. Today, we look at the first five - Technology, Globalization, Deregulation, Investment Strategies, and Emerging Markets. Enjoy!

Today, we have our CIO, Zac Reynolds, join the pod for another Squared Away conversation. With three quarters of 2023 now behind us, we break down the impact of higher rates, the importance of allocation and goals, as well as how to view holding cash as an investment. We mentioned our recently published quarterly market update, which contained a good amount of information, data, and firm news, so...

Today, we're back with our new mini-series of sorts that will begin to be featured on the podcast throughout the year.  Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!