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Dominican Republic – Here We Come!

Iron Gate Family! My name is McKenna Strong. I am the account manager here at Iron Gate Global Advisors as well as a student at Utah State University studying Finance and Economics. Starting January 15, 2020 my husband, James, and I will be in the Dominican Republic as part of the SEED (Small Enterprise Education and Development) Program hosted by Utah State University. The SEED Program focuses on helping and empowering less fortunate individuals in foreign countries to become more successful and independent by teaching them entrepreneurial skills and business principles. Please visit https://huntsman.usu.edu/seed/index to learn more about SEED. As SEED interns in the Dominican Republic we will be working with two main partners; Operation Underground Railroad and Mentors International. Operation Underground Railroad (OUR) Operation Underground Railroad (OUR) is a non-profit organization dedicated to ending sex trafficking. Their main efforts are based in rescuing individual (mainly women and children) from
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Bear markets and the individual investor

Every year, the market falls at some point.  Since World War II, the average yearly fall has been -13.8%.  But what if it falls even more? Down 20%? That, my friends, is known as a Bear Market. In today’s podcast we talk all about these ugly Bear Markets. We discuss what investors can expect, how the individual investor managing their own money typically performs, and exactly how you should prepare. You won’t want to miss this one! Here’s to wise investing, Brian, Brett, Spencer and the Iron Gate Team   The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are
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2019 in review, 2020 preview

Once again, the pessimists got it wrong.  Despite what was supposed to be a horrible year, the market in 2019 was excellent! In today’s podcast, we review the biggest stories of 2019 and our forecasts (kindof) for 2020, including ONE THING that we strongly believe will happen. Lastly, we share with you our process and the importance of discipline when managing money, a philosophy of Iron Gate Global that will NEVER change. Here’s to wise investing, Iron Gate Global         The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at any time without
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A popular portfolio strategy is dead

Finally. A death that should have occurred a long time ago has finally come. Bank of America recently put the final nail in the coffin of one of the most popular strategies taught and implemented over the last 50 years. Odds are you’ve probably at some point in your life had this portfolio strategy implemented for you, or maybe you still do? For some reason academia and the majority of portfolio managers loved this strategy. At Iron Gate, we’ve never subscribed to the philosophy and are glad that people are realizing it. (In fact, we’re celebrating its death!) In today’s podcast we discuss why this portfolio became popular and why it doesn’t work for most people. We also discuss our philosophy which has more to do with YOU than academia or popularity. Here’s to wise investing, Iron Gate Global Advisors     The commentary on this program reflects the personal
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An attitude of gratitude

Why is everyone so darn pessimistic!? There is too much doom and gloom out in the world today. In this week’s podcast we discuss – – Why right now is the best time to be alive in history – Why what you hear in the media is only half the story – Some amazing statistics that most people don’t know . . . and why during this Thanksgiving week all of us should have an attitude of gratitude. Here’s to wise investing, Iron Gate Global Advisors       The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject
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Are You Confident in Your Financial Future?

Can you confidently answer “YES!” to the following questions? Will You Run Out of Money in Retirement? Will You Survive Another 2008 Crash? The stress that comes from the not knowing what the future holds can be a dark cloud looming over the head of too many people.  Listen to this week’s podcast to hear our advisors discuss what you can do to increase your confidence in your financial future. Here’s to wise investing, Brian, Spencer, Brett and the entire Iron Gate family       The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments client. The views reflected in the commentary are subject to change at
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The cost of protecting your portfolio

When fear increases in the market, the common response for investors is to sell and buy investments that are “low risk”. In today’s podcast we discuss whether or not buying protection (less volatile investments) is a good idea. We discuss defensive stocks, options, hedging a portfolio, and a whole lot more. Lastly, we talk about the danger in following the herd and why it often leads to poor decisions. Here’s to wise investing, Brian, Brett and the Iron Gate Global Team       The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC  employees providing such comments, and should not be regarded as a description of advisory services provided by  Iron Gate Global Advisors, LLC  or performance returns of any  Iron Gate Global Advisors, LLC  Investments client. The views reflected in the commentary are subject to change at any time
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Cash around the world is piling up. What does it mean?

The “Super Rich” according to marketwatch.com are holding more cash than they have since 2013. People have sold $87.5 billion in stock funds so far in 2019. The mountains of cash are piling up. What does all of this mean? Why are people selling stocks and building piles of cash? What are they afraid of? Are stocks a good investment right now? In today’s podcast Brian and Brett answer these questions and more. Here’s to wise investing, Brian, Brett and the Iron Gate Team This podcast is for educational purposes and does not constitute a recommendation to buy or sell any investment. Please consult a professional before doing so.
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A backdoor strategy for retirement

For many of you, contributing to an IRA yearly is a challenge. If you make too much money the tax advantage of contributing to an IRA disappears. You’re taxed when you put it in and then again when you take it out. It seems as though when you make too much money the door is closed to planning for retirement in a tax advantaged way . . . or is it? In today’s podcast we discuss a government legal loop hole. It’s called a BACKDOOR ROTH IRA. It allows you, if done correctly, to save for retirement and avoid the taxes on the backend. Spencer Nelson, our resident financial planning guru, explains the whole process in this week’s podcast. We have been setting up these backdoor ROTH IRA’s  for many of our clients. If you’re wondering if it’s right for you, email Spencer at spencer@igga.com. Here’s to wise investing AND
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Investing amid uncertainty

Recessions. Inverted yield curves. Insider selling. The reasons for cashing out of all your investments seems to be growing day by day. Fear in the market seems to be increasing while confidence heads the opposite direction. So what should you do? In today’s podcast we discuss how to invest amid the uncertainty. The underlying foundation of any investment should be made based upon the goals for the money. We call it an investment policy or strategy. The problem – not enough people know what their strategy is so they get lost in the day to day news of the market. Well, that ends today! Listen to today’s podcast, gain an understanding, then contact us if you don’t know the “why” behind your investing. Here’s to wise investing, Brian, Brett, Spencer and the Iron Gate Team Click here to subscribe and listen to in iTunes
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