Median and Your Money with Jason Steele

June 26, 2014
Hosted by Jason Steele

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Episode Description

Media and Your Money

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.

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Jason Steele

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stock selection were an everyday system of managing money, he felt the old school idea of tackling asset allocation was outdated, and founded Weston Banks Wealth Partners.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.

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Episode Directory

July 2014

June 2014

  • 6/26/2014: Median and Your Money with Jason Steele Listen Now
  • 6/19/2014: What is Tactical Tilt in an Asset Allocation Methodology? Listen Now
  • 6/12/2014: Media and Your Money with Jason Steele Listen Now
  • 6/5/2014: How to lead a life of Significance vs Success Listen Now

May 2014

Whitney Brennan

Whitney, IPX1031® Vice President, is located at the Charlotte office. Prior to joining IPX1031®, Whitney held key management and business development positions at other nationwide 1031 companies. With over 15 years of real estate industry experience, much of it focused on 1031 Exchanges, Whitney is an invaluable asset to investors, real estate, legal and tax advisors with her vast 1031 Exchanges knowledge and experience. Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley. View Guest page

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Paul Keeton

Paul Keeton is a graduate of Virginia Military Institute with a degree in Civil Engineering and first joined Dorsey, Wright & Associates in 1997. Paul co-authored Dorsey, Wright’s, “Keep Pedaling Zen Farmer,” “Finding Religion among the Rapids,” “Commodity Strategies: High-Profit Techniques for Investors and Traders,” and currently serves as the firm's Vice President. He contributes daily commentary for Dorsey, Wright’s “Daily Equity and Market Analysis Report,” consults with Dorsey, Wright’s more than 700 worldwide Broker-dealer clients, and lead the development of Dorsey, Wright's "Tactical Tilt" managed account program. Paul performs speaking engagements on behalf of DWA around the country discussing the Point and Figure Methodology of Risk Management, and the firm's many strategies and investment products based upon this robust investment engine. View Guest page

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Steve Swayne

Mr. Swayne serves as the current CEO at StepUP Ministry, and unique organization that trains both children and adults in a competitive one-year life skills program, placing hundreds in jobs , teaching life skills and providing stability for otherwise homeless, low-income, jobless and under-employed individuals. Before StepUp, Mr. Swain owned and created a marketing/publishing company. He has also worked for another non-profit, Young Life, managing and operating one of its 32 camps, Washington Family Ranch. Before that, Mr. Swayne worked in the NBA for two NBA basketball teams in public relations and marketing. A graduate of Claremont McKenna College, he serves on the board of the Green Chair Project. Mr. Swayne resides in Raleigh with his wife, Laura and their four children. View Guest page

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