Dollars & Sense with a couple of gents

Wealth Advisors Stephen Ellis and Robert Wolfson aka "The Gents" welcome Jeff Sujitno to the Podcast. Jeff is a Portfolio Manager with Wellington Square. He has extensive experience investing in the fixed income markets and currently specializes in both fixed income and credit with a focus on senior loans, high yield bonds and investment grade corporate bonds. It's definitely been a challenging year for fixed income investments. Jeff helps break down what we have seen so far and what the remainder of the year and 2023 may have in store for us.

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss ways to deal with the stress and anxiety that often comes with a recession. They provide a few tips to deal with both the emotional and financial tolls that a slowdown in the economy can have on everyday people. Hopefully this episode provides you with some peace of mind as we move ever closer to a potential recession.

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss their recent conference attendance and discuss some key takeaways from their respective conferences. Both Robert and Stephen are always striving to stay up to date on market activity as well as any changes in the Wealth Management Industry. By attending these types of events, their objective is to stay current and in turn provide the best possible advice and service to their clients. .. as well as bring new and exciting content to this podcast. Hopefully this episode fits that bill. Enjoy!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss the market trading anomaly called The September Effect which refers to the historically weak stock market returns during the month. The Gents educate us on what this trading pattern is and some of the seasonal factors which contribute to the volatility we usually see this time of year.
The Gents also take a look at the current economic and market environment to see what September 2022 has in store for investors. Lastly they look at some really interesting historical data surrounding the U.S. Presidential cycles for a glimpse into what could be some potential reasons for optimism on the horizon.
As always we hope you enjoy the episode!

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson provide a quick economic and market update. They discuss the ways in which recent factors and events are impacting the economy and the markets. Many of us are really starting to feel the impact of inflation, the war in the Ukraine, rising rates, and the continued impact of supply chain issues... not to mention the impact on investment portfolio values. There is also the fear of a recession looming over the economy. All of these factors are causing a certain level of fear and/or anxiety out there. As always, "The Gents" hope to provide information and understanding of these issues to ultimately provide peace of mind to our listeners. Enjoy the episode!

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss the continued negative sentiment in the markets. They suggest ways to reframe the rhetoric to feel less "gloomy" about the current state of affairs. Some positive sound bites will hopefully help you deal with, and possibly overcome, the negativity that persists in the media. In turn, ensuring a successful outcome in your investment portfolio when the markets ultimately turn around.

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss market volatility. They briefly explain what it is but, perhaps more importantly, what is causing the recent market volatility, how to deal with it, and the opportunity it can provide.

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss Diversification. They explain what diversification is, how to apply it to your investment portfolio and the benefits of doing so. As a way to reduce risk and volatility in your investment portfolio, it is an integral part of any investment strategy.

We have all heard the expression that there are two sure things in life... death and taxes. As the deadline to file your annual tax return approaches, Wealth Advisors Stephen Ellis and Robert Wolfson ("The Gents"), discuss common tax slips that are generated from an investment portfolio.

Wealth Advisors Stephen Ellis and Robert Wolfson welcome James Kent, Procurement Manager at WineCollective to the podcast. James introduces us to WineCollective, a wine subscription service that allows you to explore and enjoy professionally selected, hard-to-find wines, shipped to your door every month. He explains how this unique business differs from the more traditional wine procurement process (ie. going to your local liquor store). From humble beginnings running the business out of a garage to a business that now spans the nation. Join us as we learn all about the second company featured in our Local Business Series.... WineCollective.