Does your Asset Allocation need an Airbag?
May 22, 2014
Hosted by Jason Steele
[Download MP3] [itunes] [Bookmark Episode]
Episode Description
When investing, are you ever concerned with the maximum drawdowns your portfolio can experience? Don't you just want to throw in an airbag to limit downside losses? Come listen in how to protect your retirement with F-Squared’s AlphaPremium US equity index portfolio. Designed to meet the real needs of the marketplace, the AlphaSector Premium offers participation in rising markets and downside risk management in declining markets. With the disciplined quantitative model, the sophisticated algorithms are used to project the probability of loss versus gain for any of the nine S&P 500 sectors. With special guest, Thomas Hagstrom, CFA, of the F-Squared Investment Committee, come listen how F-Squared became the largest provider of ETF separately managed accounts in 2013. Mr. Hagstrom, Senior Vice President, has over 20 years of experience in financial markets, with responsibilities in business development, portfolio management, and sales and trading.
Media and Your Money
Archives Available on VoiceAmerica Business Channel
Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.
Jason Steele
When Jason Steele formed a small boutique investment company, it was with the belief that there was a better way to provide family wealth management than just managing their investment portfolios. After 16 years at a regional wire house where buy and hold and stock selection were an everyday system of managing money, he felt the old school idea of tackling asset allocation was outdated, and founded Weston Banks Wealth Partners. Picked three years in a row as a top advisor in North Carolina by the National Association of Board Certified Advisory Practices, his firm is dedicated to providing Wealth Plans tailored to help pursue unique and specific goals. His philosophy is driven by a deep understanding that the media has a constant effect on investment portfolios and investment success. Jason has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. His additional professional credentials include Series 7, 63, 65, Certified College Planning and life and accident and health insurance. Jason has lived in Raleigh, North Carolina since childhood. He and his wife, Amanda, have three sons, Granville, Fletcher and McCauley. Their sons’ middle names, Weston and Banks, are the root of the firm’s name.
Episode Directory
July 2014
June 2014
May 2014
- 5/22/2014: Does your Asset Allocation need an Airbag? Listen Now
- 5/15/2014: Understanding the World of Real Estate 1031 Exchanges Listen Now
- 5/8/2014: Special Encore Presentation: Passive investing vs Tactical Investing which is for you? Listen Now
- 5/1/2014: Passive investing vs Tactical Investing which is for you? Listen Now
