Episode 4 – Breaking Away from the Mainstream Investing Mindset



When it comes to investing, one size does not fit all.

Today, Rob Isbitts and Vince Esposito team up to explore the problems with mainstream investing attitudes, while sharing how they came up with their unique approach to help clients make the best investment decisions for their individual situations.

In this episode, Rob and Vince discuss:

  • The importance of reevaluating your investment strategies as the market evolves
  • How their version of a balanced portfolio differs from the traditional idea of balance
  • How being prepared for rapid changes will help your investment strategy
  • Why you should take a step back before basing your decisions off of what everybody else is doing
  • And more!

Tune in now to learn more about Sungarden Investment Research’s unique perspective and approach to investing!

Resources: Sungarden Investment Research

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Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.

 


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