The Bull-Time Investor

著者: Financial Partners Inc.
  • サマリー

  • Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    Pareto Systems is not affiliated with Financial Partners or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.

    Financial Partners, Inc. & Momentum Marketing Consultants 2024
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あらすじ・解説

Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Pareto Systems is not affiliated with Financial Partners or LPL Financial.

IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.

Financial Partners, Inc. & Momentum Marketing Consultants 2024
エピソード
  • The Bull-Time Process; Featuring Mike Cy with Pareto Systems
    2024/11/18

    Mike Cy calls in to discuss the pillars that make up who we are today. Its critical to us that every client has access to all the information available in order to make the most sound financial decisions for you and your circumstances. Let's talk about that principle and some of the others that guide our decisions as wealth managers

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.

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    16 分
  • The Bull-Time Investor
    2024/10/21

    The Financial Partners teams has many years in the business. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. That is what we are bringing to our podcast: The Bulltime Investor.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.

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    17 分
  • 2024 Election Special Episode
    2024/11/01

    Today on the Bull-Time investor we have a special guest, Grace Bumpus with Franklin Templeton. Grace and her team continuously analyze political policies that could have an effect on wealth planning. The next 6 months can look very different depending on the outcome of upcoming elections- both Locally and Nationwide.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.

    続きを読む 一部表示
    30 分

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