All posts by theinvestingevolutionpodcast

Episode 11 — Exploring ETFs: Part 2



So the popularity of exchange-traded funds (ETFs) is on the rise. But how do investment pros like those at Sungarden incorporate them into their portfolios?

Today, Vince Esposito and Rob Isbitts are back with part two of their mini-series to discuss their unique way of using ETFs and what they look for when choosing them.

In this episode, you’ll learn:

  • How Sungarden uses ETFs as ingredients in their portfolios
  • What’s unique about the way Sungarden builds ETF portfolios
  • Why ETFs can be better than individual stocks
  • What it means for a company to have a wide moat — and why this matters to Sungarden
  • And more!

Join Vince and Rob now to learn more about Sungarden’s ETF investment strategy!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports | Episode 10: Exploring ETFs: Part 1

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 10 — Exploring ETFs: Part 1



The Sungarden team has noticed that more investors are choosing exchange-traded funds (ETFs) over mutual funds. But what are ETFs and what makes them so popular?

In part one of their mini-series on exchange-traded funds, Rob Isbitts and Vince Esposito sit down to explore all-things ETFs, looking at what they are and why should you care.

In this episode, you’ll learn:

  • How ETFs relate and differ from mutual funds and closed-end funds
  • How ETFs are traded and how that has contributed to their popularity
  • Why Sungarden advises people to stay away from highly leveraged ETFs
  • Why reaching for yield is dangerous
  • And more!

Tune in now and find out what you need to know about ETFs!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports

 

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 9 – Nine T Words for 2019



Vince Esposito and Rob Isbitts have the letter T on their minds — and as an investor, so should you.

Today, Vince and Rob spell out their top-nine investing trends, all beginning with the letter T, that they recommend keeping in mind for 2019. From traders to treasuries, Vince and Rob cover all the important areas you need to know to stay informed and prepared for whatever may come.

In this episode, you’ll learn:

  • How tariffs can cause exaggerated market movements
  • Why the tech sector has so much influence on the stock market
  • How tactical thinking can be used to fight volatility
  • Why complacency kills when it comes to investing
  • And more!

Tune in now for an information-packed episode on the top trends you should keep top of mind this year!

Resources:  Sungarden Investment Research | Top Investing Trends to Track in 2019 | 2018 Was A Stock Market Crash Test. Don’t Be A Dummy | Episode 8: Thinking in Multiple Time Frames

 

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 8 – Thinking in Multiple Time Frames



 

When investing for different time frames, all you have to do is invest in separate portfolios for your short-, intermediate-, and long-term goals, right?

According to Vince Esposito and Rob Isbitts, it’s not that easy.

Today, Vince and Rob explore the strategy behind investing for multiple timeframes, debunking the popular “bucket theory” and explaining how and why Sungarden does things differently.

In this episode, you’ll learn:

  • How Sungarden diversifies by thinking in multiple timeframes
  • Why Sungarden doesn’t believe in a “set-it-and-forget-it” investment strategy
  • The difference between a core and tactical investment, and how Sungarden uses each type in portfolios
  • Why asset allocation shouldn’t be permanent
  • And more!

 

Tune in now to learn more about Sungarden’s approach to investing for clients’ goals, no matter the time frame!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 7 – Teammates vs. Opponents



Your investment advisor should be your teammate, not your opponent.

Today, Vince Esposito and Rob Isbitts explore the dynamics between investment advisors and investors, highlighting the benefits investors can enjoy from having a teammate relationship with their advisor.

In this episode, you’ll learn:

  • Why transparency is a critical aspect of being a teammate
  • The difference between an investment manager and holistic financial planner
  • Which questions you should be asking your investment advisor
  • How Vince’s and Rob’s specialized experience helps them manage money with more discernment
  • And more!

Tune in and learn how to make the most out of your relationship with your investment advisor!

Resources:  Sungarden Investment Research | Dunham – Alternative Dividend Fund | Rob Isbitts’ Forbes Articles

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 6 – Misbehaving Markets



When the markets are misbehaving, how do you keep up?

Today, Vince Esposito and Rob Isbitts discuss common investor attitudes that influence the market, and how investors can adapt to become better prepared for its ever-changing cycles.

In this episode, you’ll learn:

  • How ETFs and high-frequency traders amplify market swings
  • Why it’s important for investors to be willing to evolve
  • About one of Wall Street’s bad habits
  • How profit opportunities are different now compared to the past
  • And more!

Join Vince and Rob now to learn how you can evolve with the markets!

Resources:  Sungarden Investment Research

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 5 – Why We Should be Talking About Preservation More



How are you prioritizing preservation with your investments?

In today’s episode, Vince Esposito and Rob Isbitts explore the importance of preservation and how Sungarden’s philosophy of Avoiding Big Losses (ABL) gives them an advantage when building portfolios. They discuss:

  • Why advisors need to assess short-term risk tolerance with clients
  • The misconceptions around bonds
  • How thinking outside the box helps them build portfolios for their clients
  • How Sungarden’s processes help them leave emotions out of investing
  • And more!

Join Vince and Rob now as they discuss Sungarden’s unique approach to building portfolios through preservation!

Resources:  Sungarden Investment Research | How To Lose 17% Or More… Easily

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


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

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.

 


Episode 3 – The Yin and Yang of Sungarden



Today, Sungarden Investment Research’s managing partners, Rob Isbitts and Vince Esposito, join forces to explore why they work together so well and how their strengths as a team spring from their individual differences.

In this episode, you’ll learn:

  • How Rob and Vince had similar paths and values before ever meeting
  • The importance of respecting each other’s strengths
  • How Rob’s and Vince’s early experiences in the financial industry helped them understand their business values
  • Why they believe that being a leader does not necessarily mean having the loudest voice in the room
  • And more!

Join Vince and Rob now for this lively conversation about how their strengths help them put clients first!

Resources: Sungarden Investment Research

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.


Episode 2 — Introduction to Rob Isbitts, Chief Investment Strategist at Sungarden Investment Research



Summary

This is your chance to get to know Sungarden’s Chief Investment Strategist, Rob Isbitts. In this episode, Rob chats about everything from Sungarden to his love of baseball.

Rob also discusses:

  • The role his father played in shaping his interest in finance
  • Rob’s passion for lifelong learning and why continuous education is important in the investment industry
  • How he became an industry thought leader, having written hundreds of articles on investing
  • Why Benjamin Franklin is his hero
  • And more!

Tune in now to learn more about Rob Isbitts and how he found success in the investment industry!

Resources: Sungarden Investment Research

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

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.