Tag: Net Returns
How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

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Tired of the same old investment advice? 

Unlock your financial future’s potential with Jerry Goodman and Megan Hubbard in this captivating episode of ‘The Organized Investor PodCLASS’. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions.

Key Highlights:

  • Robust Investment Strategies: Discover the advantages of individual stocks like those in the Wells Fargo DSIP list, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades
  • Navigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversification
  • Effective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understanding
  • Impressive Performance Insights: Uncover the secrets behind their advisory services’ remarkable 14.06% net annual return over five years
  • Personalized Retirement Strategies: Get acquainted with the ‘Envision’ tool and how it tailors retirement planning to individual needs
  • Commitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensive
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How To Unleash Your Portfolio’s Power (Ep. 12)

How To Unleash Your Portfolio’s Power (Ep. 12)

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Is your investment strategy holding you back? 

Join Jerry Goodman and Megan Hubbard in ‘The Organized Investor PodCLASS’ as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance.

Key Highlights:

  • Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive management to unlock immense value
  • Impressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rate
  • Navigating ‘Pay to Play’ Dynamics: Uncover how ‘Pay to Play’ arrangements in the investment industry could impact your financial choices
  • Strategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolio
  • The Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or funds
  • Learn and Grow with Professionals: Engage in Jerry and Megan’s self-funded workshops and educational resources for unbiased, invaluable financial guidance
  • Future Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real difference

 

Connect with Jerry Goodman and Megan Hubbard: 

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Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

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Could your portfolio be working harder for you?

Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of “The Organized Investor PodCLASS”. Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging.

Key Highlights:

  • Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management’s 190 advisory accounts boasting a notable five-year return rate of 14.06%
  • Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews
  • DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually
  • Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns
  • Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion
  • Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey
  • Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics

 

Connect with Jerry Goodman and Megan Hubbard: 

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