Tag: Debt

FEATURE
The Impact of The Media on Investment Decisions (Ep. 34)

The Impact of The Media on Investment Decisions (Ep. 34)

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Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio?

The real question you should be asking is if that information truly benefits your portfolio and long-term goals.

In this episode, Robert Curtiss discusses the importance of a well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment advice.

Rob explores:

  • His very own noise-canceling headphones analogy and how it relates to the media when it comes to investments 
  • The Objective, Unemotional, and Rules-Based (OUR) process and its approach to creating a defined view of investment data
  • The value of researching your options and filtering out the noise
  • Reasons it’s important to pay attention to trends in the stock market
  • Different sectors to invest in depending on short and long-term investment goals
  • And more!

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FEATURE
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)

Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)

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Financial and investment advisors are all about creating the best financial plan for their client’s needs. 

But how does Signature Estate and Investment Advisors (SEIA) set themselves apart from the crowd?

In this episode, Robert Curtiss is back to basics! Rob talks about SEIA’s services and approach while emphasizing their independence and fiduciary responsibility to prioritize clients’ best interests. 

Tune in and explore the firm’s investment strategies to help clients gain the most from their portfolios. 

Rob discusses:

  • What it means to be a full fiduciary and independent wealth management firm
  • The importance of having regular conversations with clients when building their financial and investment plan
  • Why alternative investments and private debt could be beneficial investments 
  • SEIA’s ideal clients 
  • How he builds personalized relationships with his clients, and why
  • And more!

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