Wealth Transparency with Ed Butowsky
Wealth Transparency with Ed Butowsky is hosted by Ed Butowsky, Managing Partner of Chapwood Investments and a nationally recognized wealth manager with more than three decades of experience. Known for his straight talk and ability to make complex financial issues clear, Ed explores how current events and market trends impact your money in under 30 minutes per episode. Ed’s expertise has been featured in ESPN’s Broke documentary, the landmark Sports Illustrated article How (and Why) Athletes Go Broke, and media outlets including Fox Business, Bloomberg Radio, and PBS Frontline. He has advised celebrities, athletes, and families across the country on building and protecting wealth, while pioneering tools like the CHIP score to better measure portfolio performance. Each episode of Wealth Transparency with Ed Butowsky offers listeners practical insight, candid perspective, and actionable strategies to help navigate investing with confidence. Learn more about Chapwood Investments at www.chapwoodinvestments.com Investment advice offered through Chapwood Investments,LLC, a partner firm of Ethos Financial Group, LLC, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.
Episodes
Oil prices are soaring, and everyone is watching. But why are some investors betting against the trend?
In this episode of Wealth Transparency, I sit down with Bill Lane of Ethos Financial Group, Michelle Connell of Portia Capital Management, and Andrew Tang of Turner Financial Group to examine how oil, inflation, and interest rates interplay, and what that could mean as conditions evolve.
As the discussion unfold...
Yesterday I asked a question.
What happens if the world stops buying America’s debt?
Today’s full Wealth Transparency episode takes that question much further. I’m joined by Andrew Tang of Turner Financial Group and Michelle Connell of Portia Asset Management as we examine rising debt, shifts in the labor market, the explosion of artificial intelligence infrastructure, and how investors are thinking about valuatio...
The market is terrified, and right now, fear is spreading faster than the headlines.
On Wealth Transparency, I sit down with Andrew Tang from Turner Investments and Michelle Connell from Portia Capital Management to show how market panic is driven more by fear and uncertainty than by real economic threats.
Oil disruptions through the Strait of Hormuz and LNG shortages are rattling markets, but the fear is far grea...
Markets are rattling even when giants report record earnings. Time is running out to understand why.
That reaction should jolt you, not reassure you.
Here is what that silence is signaling right now:
•AI-fueled revenue strength is colliding with hesitation in price conviction.
•Massive data center and infrastructure spending is rising while expectations rise even faster.
•Rate volatility and housing pr...
The Dow hits 50,000.
China is pulling back from U.S. debt. Interest rate shifts are looming. Iran tensions are escalating.
Michelle Connell of Portia Capital Investment Management, Andrew Tang of Turner Investment Management, and Bill Lane and Lex Nikpour of Ethos Financial Group join me in Episode 3 of Wealth Transparency to cut through market headlines and give investors insight into the risks and opportunities ...
Markets move before the headlines do. If you wait for confirmation, the move is already over.
In episode two of Wealth Transparency, I am joined by Andrew Tang of Turner Financial Group, Michelle Connell of Portia Asset Management, and Lex Nikpour of Ethos Financial Group to confront the gap between what investors are told and what institutional money is doing.
We unpack hedge fund rotation away from crowded large...
Markets are sending mixed signals, and last week left many investors confused.
In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments.
We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks.
This is how advisors are thinking about portf...
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Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results.
In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.
The CHIP Score helps answer questions such as:
- How is my portfolio performing in relation to my financial needs?
- Am I keeping up with increases in my cost of living?
- Is my portfolio properly diversified ...
Investing during a bull market can make it seem like the stock market is easy, but we know investors still have questions.
A bull market occurs when the market rises around 20% from recent lows. In this episode, Ed and Jordan will cover the key topics:
- What is a bull market?
- What is a bear market?
- What should investors do during a bull market?
- Recent examples of bull markets compared to bear markets
Be sure to subscribe and chec...
This week, Ed Butowsky and Jordan McFarland discuss the important topic of investment correlation and how it impacts your portfolio and investment returns.
In this episode, they cover:
- What is investment correlation?
- Why should the average person care, and how can they determine their own investment correlation?
- The benefits of having low correlation in a portfolio
- How different sectors correlate with each other
In this episode, Ed Butowsky and Jordan McFarland discuss two of the most ambiguous terms in the financial world: risk and diversification.
They emphasize that vague planning leads to unclear outcomes, undermining the purpose of proper financial planning.
Key topics covered include:
- Risk Tolerance
- Proper Diversification
- Correlation in Your Portfolio
- Specific Examples
Be sure to turn your question in today to have it featured on a...
In this episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland discuss the issue of over concentration in the investment world.
From professional athletes to high-earning entrepreneurs, many investors have portfolios that are too heavily concentrated, leading to excessive risk.
Ed and Jordan discuss the following topics:
- Overconcentration versus diversification
- Professional athletes and overconcentration
- Everyday inve...
Real estate investment is a well-known avenue that has remained a cornerstone of American investment culture. With its tangible assets, potential for appreciation, and opportunity for cash flows, real estate can be a lucrative investment, particularly for individuals with substantial assets.
However, in today's discussion, we're delving into REITs, a distinct type of real estate investment traded on major exchanges such as...
What was once a routine milestone for many just a few decades ago has now become a significant challenge in today's world.
The landscape of homeownership in America has dramatically changed due to various factors: institutions buying up housing, rising interest rates, escalating home prices, and ongoing supply and demand issues have all made buying a home more difficult than ever.
In today’s episode, Jordan McFarland and Ed Buto...
In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them.
Vijay's firm, Scarsdale Capital, has proven different.
In this episode:
- Vijay’s background at Marathon,...
Have you ever wondered how the tax policy affects your daily life?
Long-time policy expert and president emeritus at the Tax Foundation joins us for the 16th episode of the Making Sense Podcast where Ed Butowsky and Scott delve into Scott's new book, Taxocracy, which is coming out April 9th.
In addition to the book, Ed and Scott delve into several pertinent issues in the US currently such as:
- Our nation&ap...
The Investment Forensics toolbox was designed for investors to have the capabilities to use institutional investment tools on their own portfolios in a simple and clear way.
In this episode, Ed Butowsky and Jordan McFarland discuss the importance of including the Investment Forensics Toolbox in your portfolio plan, and share a specific example of the benefit it can bring.
Please see the following summaries of the 10 unique ...
In 2005, Ed Butowsky developed the 8 Metrics, a tool designed to gauge an investor's portfolio efficiency. This involves analyzing eight crucial data points and presenting a clear, understandable score for non-professional investors.
Having managed high net worth portfolios at Morgan Stanley for nearly two decades, Ed recognized the significance of imparting essential portfolio knowledge in an easily understandable ma...
In the first episode of 2024, Ed and Jordan delve into the key investment storylines to keep an eye on this year. Amidst numerous narratives that may emerge, these three stand out as crucial, irrespective of circumstances:
- The Fed and Interest Rates:
- Examining the Federal Reserve's decisions in 2023 and projecting their implications for the current year.
- Overview of Sectors Heading into 2024:
- Analyzing the standou...
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