Making Sense with Ed Butowsky
Hosted by 35-year investment manager, Ed Butowsky, "Making Sense" is designed for delving deep into understanding investing in episodes less than 30 minutes. To learn more about Chapwood Investments, you can visit us at our website (www.chapwoodinvestments.com).
Episodes
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...
Join our year-end webinar featuring esteemed guest Michael Gayed, CFA. Michael Gayed is a highly regarded Investment Manager at Tidal Financial Group in New York City, recognized for his award-winning and results-oriented approach.
In this video, Ed and Michael discuss:
- The stock & bond market
- The overseas market
- Crypto, bitcoin, and currencies
- 2024 & more
This webinar is also available on YouTube @MakingSen...
In this episode, the Chapwood Investments team is joined by Alan Strauss, a seasoned expert in alternative investments from Crystal Capital in Miami, FL. Crystal Capital operates as an alternative investment platform.
During our discussion, we delve into the following topics:
- Examining the historical performance of hedge funds and private equity in comparison to the traditional 60/40 investment portfolio.
- Exploring the associated ...
Welcome to today's 10th episode. Many individuals seek investments that not only grow effectively but also act as a hedge against inflation. Unfortunately, there is a tendency for people to rely too heavily on online advice, especially when it comes to inflation-resistant investments.
Commonly, individuals turn to assets like gold, cryptocurrencies, and NFTs based on internet recommendations.
In today's discussion...
On this special episode of the Making Sense with Ed Butowsky Podcast, we have the privilege of hosting Perry Kaufman, a seasoned business expert with over 40 years of experience. Perry, who has a background as a CPA and founder, recently established his own firm, PSK Consulting.
In this episode, Ed Butowsky and Jordan McFarland engage in a conversation with Perry about crucial topics for founders who have surpassed the "surviva...
In the 8th episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland guide listeners on viewing the stock market through an investor's lens and highlight strategies for identifying potentially valuable opportunities.
By viewing your portfolio from both a tactical and strategic perspective, you can better understand how to approach your investments.
In addition, Ed and Jordan discuss:
- Why indust...
This week, our special guest is Heidi Ortman, a seasoned diamond expert and the owner of J. Ortman Inc. This company, a leading authority in buying, selling, and redesigning jewelry and precious gems since 1899, is based in the Sunshine State.
In this episode, we delve into the reasons why diamonds can be an excellent investment, especially for those seeking a hedge against inflation. Heidi sheds light on the strategy of positioning...
In this edition of the Making Sense with Ed Butowsky Podcast, Jordan and Ed delve into the factors influencing stock market fluctuations.
While the stock market's behavior often appears puzzling and counterintuitive to many, there are consistent underlying factors responsible for driving change that we see commonly occur.
Institutional investors (companies), GDP, employment figures (or their absence), inflati...
Ever wonder what happens to your wealth after you're no longer there to manage it?
If you're among many families in the US feeling uneasy about their estate plans, this is the episode for you! Join us as we sit down with renowned estate planning expert Steve Boss, shedding light on the importance and intricacies of setting up an estate plan. Steve has been in the estate planning industry for over 40 years.
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