The Rudd Commentary

Join our Chief Investment Officer, Josh Rudd, as he presents our Quarterly Commentary.

In this episode join us as we dive into the crucial do's and don'ts when receiving a lump sum of wealth.

Join us as we uncover how beneficiaries can be either a powerful tool for promoting your legacy or a hidden problem if not reviewed regularly.

Join us as we discuss the importance of Estate Planning with Carolyn Dove, founding attorney at The Dove Firm. 

In this Investing 101 Episode, we dive into key questions surrounding risk and it's impact on investors. 

In this Episode, we present 12 Ideas for Investors to consider during tax planning, insight to help investors in their upcoming tax time and beyond. 

In this episode, we define what it means to be a true High Performer and highlight why we specialize in serving these dynamic and successful people. 

In this episode, we discuss how to get your financial landscape ready for a new season and take advantage of opportunities in 2024.

In this episode, we provide actionable steps to help you work towards your goals and address challenges along the way. Join us for a positive journey toward personal success in the coming year.

On this episode join Josh as he dives into the dynamic world of higher interest rates and their dual impact. He uncovers strategies for capitalizing on the advantages while working to mitigate the challenges presented by rising interest rates. 

We're digging deep into the world of precious metals on this podcast -tune in to strike gold with out expert insights. 

Lean about the opportunities and risks of investing in residential Real Estate.  Listen as our STYRE Wealth CEO interviews a DFW power couple that has hacked the system, run the marathon, and built a rental income empire.   

In this week's episode, we styre investors through a rising rate environment and discuss the opportunities and risks that confront investors today. 

Today we look at the current investment environment and provide a historical perspective on bear markets and the uncertain road to recovery.  Are we there yet?  

On today's episode, Josh and Jack explore alternative or "quack" investments. Learn how to spot and avoid these complicated investments in this educational episode. 

Today we're joined by one of our favorite high-performers and friend, Shirley Ross. We discuss her incredible professional journey, her advice for success, and how having a personal CFO has helped along the way.

 Today we look at the current market and provide professional perspective to help investors avoid making common mistakes during times of volatility. We know it can be difficult to stay the course in times of uncertainty, however, this is when frame of mind and reference are most important.

This week we discuss how we identify and classify quality investments, what these investments mean for portfolio strategies and why knowing your products and leaders makes all the difference.

Why is it that when a consumer item is on sale, we pounce, but when the stock market is on sale, we run? Buying and holding is far more difficult to do in a volatile market for many investors. Let's discuss market volatility, where there may be opportunity and the outlook for 2022.   The Rudd Company is a registered investment adviser. Information presented is for educational purposes only and doe...

When a lump sum of cash is bestowed upon you, it's difficult to know where to begin. In this episode we discuss what to do if you find yourself in a position of sudden wealth.

This week we host the Executive Director of a local nonprofit to discuss running and growing an effective & sustainable organization.

We revisit the Social, emotional and financial benefits of charitable giving. Implement these strategies to make a bigger difference .

In this classic episode we revisit the basics of bonds, why and when to consider a bond strategy, and what we can do to help.

This week we're joined by entrepreneur Michael DeLitta to provide you with tools, insight and a triumphant story of how he built a sustainable, scalable & profitable business, worthy of an exit. Are you ready to transition from business owner to business legend? You're going to need a well planned strategy.

As a successful entrepreneur, you're passionate about your growing business, but that drive to succeed and laser focus can leave you under-diversified and hinder your long-term objectives. This week we're joined by investor & entrepreneur, David Lear, to discuss how he balances risk & growth as well as current & future goals.