Volatility exposed: what the media isn’t telling you

Volatility has gotten a bad rap in the media over the last few months, but guess what? It’s your friend. In today’s podcast, we expose volatility for what it truly is: an essential part of a healthy market. We’ll discuss three different definitions of volatility to help you understand why you can sleep soundly at night, knowing that volatility is a good thing. Don’t be scared by the return of volatility in 2018–embrace it! Here’s to wise investing, Iron Gate Global Advisors
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We’re not going to rip you off

At Iron Gate Global Advisors, we believe in a transparent, fee-only, fiduciary firm – not a firm driven by commissions. But for years, some of our clients have gone to other firms to get a commission-based product that we didn’t offer. We watched in shock as these clients got ripped off. Well, that stops today! This week’s podcast will introduce you to our new product offering. Give us the chance to show you how we can get you a better deal! Here’s to wise investing, Iron Gate Global Advisors       Meet Samuel Nelson. He’s definitely not going to rip you off! Just send him an email at samuel@igga.com or give him a call at 888-591-0334.
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Should you be worried about the market’s volatility?

For the first time in two years, the market is down 10% from its highs. We mentioned in January – when the market was rocketing higher – that we should expect some good volatility after a year when we didn’t experience any. Well, it’s finally here! Now the question that we are getting from many clients is: should we be worried about the volatility? Our short answer is: no, you shouldn’t. We have two reasons why. First, the chart of the day, coming at you from JP Morgan. This shows each year’s market performance and volatility since 1980. For example, the market went down 17% (red dot) during 1980, but finished the year 26% higher (solid bar). In 2009, the market went down 28% but finished the year up 23%. In 2017, the market dipped only 3% at one point, but finished 19% higher. Here’s the important part to remember. In an
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The Holy Grail of Investing – Is it just a myth?

For a decade, I spent my career teaching individual investors and financial advisors how to invest. Students would often ask, “What strategy works best for buying and selling stocks? What is the holy grail for investing?” We address that exact question in this week’s podcast. Does the holy grail of investing even exist? We tackle two popular holy grails and share our thoughts on whether they work. We also lay out three things that every investor should do to accomplish their long term goals. Here’s to wise investing, Brett Pattison Portfolio Manager & Investment Advisor Iron Gate Global Advisors IN CASE YOU MISSED IT: I highly suggest that everyone listen to the the podcast called “How Uncertainty Can Help Your Financial Future.” I believe it’s one of the most important principles about investing that everyone should understand.  
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When is the right time to buy stocks? (our answer may surprise you)

Q: What’s the best way to buy stocks? A: The same way grandma buys socks. This week’s podcast discusses the mentality we want you to have when buying and selling stocks. It’s a simple principle, but sometimes it’s hard to follow because we get caught up in the emotional aspects of investing. Hopefully you find the analogy helpful! Here’s to wise investing, Iron Gate Global Advisors  
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Categories: Markets.

How uncertainty can help your financial future (yes you heard us correctly)

Did you know that the more certain your investments are, the worse off you may be? What do we mean by that? In this week’s podcast, we discuss the correlation between certainty of investments and investment returns. We will review: How short term volatility can save your retirement long term, The battle you must understand, that takes place inside the brain of every investor, Why you must put together a plan to be successful. We hope this week’s podcast will get you thinking! Here’s to wise investing, Brett Pattison Iron Gate Global Advisors  
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Three Investing Lessons from the Greatest

Warren Buffett – arguably history’s greatest investor – releases an annual letter sharing his words of wisdom and providing us with an update on his business. Three things stood out to us in this year’s letter, and that’s what we discuss in our podcast this week. They include: What to look for (and not look for) in an investment, The biggest barrier to success as an investor, The role of bonds in a portfolio (and this one may shock you). Enjoy this weeks podcast! Here’s to wise investing, Iron Gate Global Advisors     Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions.  This is for educational purposes only. Past performance does not guarantee future results. Options may not be suitable investments for you and your financial situation. Please consult with a
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Is the stock market still the place to be?

A few weeks ago we did a podcast that discussed what we would do when a stock market correction occurred.   Well, the volatility occurred, and may not be over yet.   This week we discuss how we handled the volatility, how our clients handled it, and  what we think of the stock market moving forward.   In addition, we share some interesting statistics about volatility that will hopefully help you sleep better.   We also share our thoughts about the bond market, which, is . . . well, hopefully enlightening to those that love bonds.   Here’s to wise investing,   Iron Gate Global Advisors     Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors does not attest to its accuracy and is not responsible for errors and /or omissions.  This is for educational purposes only. Past performance does not guarantee future results. Options may
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What to do when the Market Finally Falls

The stock market has been on a tear… . . . but at some point it’s going to fall. When that occurs, what should investors think and what should they do? In this weeks podcast, Brett Pattison (who is silently cheering for some market volatility) discusses two portions of a portfolio, stocks and options. These two asset classes should be treated differently during a falling market. Click the link below to hear just how they should be treated . . . Heres to wise investing, Brett Pattison  
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Three Things to Know Heading into 2018

***The following blog post is taken from the Iron Gate Global quarterly client commentary. Some things have been removed as they are for clients eyes only.*** What a tremendous year we had in 2017! The S&P 500 finished the year up 21.83% (including dividends). The global markets all finished positive for the first time in years. Earnings are growing, optimism is rising, and interest rates continue to stay low. From over here in Salt Lake City, we are certainly happy with how we helped you build and preserve your wealth over the last 12 months. As we start this new year, we would like to focus our quarterly newsletter on a few questions we are getting from clients in the wake of a record-breaking 2017: What will the market do in 2018? Why do some portfolios beat the S&P 500 while others don’t? With stock prices at all-time highs, is
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