The Investor Insight
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Giff Breed - Independence Golf Club
More Than Just Golf (Ep. 9)
April 24, 2024
I welcome my special guest, Giff Breed. Giff is co-owner and president of Independence Golf Club. The U of R alum went from developing consumer packaging products with Procter and Gamble and Eskimo Pie to later joining Pros Inc., which was then sold to Octagon, one of the largest sports marketing companies in the world at the time. The opportunity to buy Independence Golf Club presented itself in 2014. Giff and his brother believed they could transform the club from just a golf course into an experience. Please enjoy my conversation with Giff Breed.
The Fed Pivot and Small Caps (Ep. 8)
December 21, 2023
Bill Davis and Brant Jones discuss the Fed’s recent announcement signaling interest rate cuts in 2024. They also discuss the potential tailwinds for small-cap investing that many expect going forward.
Opportunities of Interest and Safe Withdrawal Rates (Ep. 7)
November 22, 2023
Bill Davis and Brant Jones dive into what areas of the market are sparking their interest. In addition, they review withdrawal rates during retirement and why everyone's situation is different.
Too High for Too Long (Ep. 6)
September 22, 2023
Bill Davis and Brant Jones discuss the economic and market implications of the Federal Reserve's decision of keeping interest rates higher for longer.
Fed Volatility and Avoiding Probate (Ep. 5)
August 31, 2023
Bill Davis and Brant Jones discuss recent market volatility and economic data that will have an impact on the Fed's decision about interest rate hikes. In addition, they cover the importance of ensuring your retirement accounts have beneficiaries and why a Transfer on Death (TOD) account has benefits to avoid probate.
Behavioral Traits for Long-Term Investing Success (Ep. 4)
July 28, 2023
Bill Davis and Brant Jones discuss why they believe successful investing involves more than just fundamental analysis.
Midyear Market Commentary & Roth IRAs (Ep. 3)
July 13, 2023
Bill Davis and Brant Jones review the current state of the economy and the Federal Reserve's next step. They also discuss the importance of having a Roth IRA and when it makes sense to do a Roth conversion.
What’s Next for the Fed & The Vault (Ep. 2)
June 21, 2023
Bill Davis and Brant Jones dive into the latest CPI inflation figure and the Federal Reverse’s decision to pause rate hikes. Additionally, they cover the topic of digitizing your important documents using eMoney’s Vault.
Growth vs. Value and Interest Rates (Ep. 1)
June 9, 2023
Bill Davis and Brant Jones dive into the growth vs. value rotation that is occurring, in addition to the small to large cap divergence, interest rate environment, and the trickle-down effects that may occur.
No content published here constitutes a recommendation of any particular investment security, portfolio of securities, transaction, or investment strategy. To the extent any of the content published may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Consult your advisor about what is best for you.