Private Wealth Insights

Episode #7 - Is Volatility Here to Stay?    CFA®’s Brett Halley and Bryan Jarman join host Tim Kneen to discuss today's markets.   Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/ 

Episode #6 - What is the Technical Revolution Happening Now in Private Mineral Management?   Bryan Frazier, Partner and Head of Energy Asset Management, and David Tawil, Founding Managing Partner discuss how Private Wealth’s technology is moving energy asset management from 1965 to 2022.    Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/  https://www.privatewealth.com/products-services/oil-and-gas-management  

Episode #5 - Would you buy a house in a bad neighborhood?   Learn why Founding Partner and Investment Manager Deb Wilkens compares that question to today’s equity markets.     Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/

Episode #4 - Are institutional investors facing a crisis or a challenge?   These are tough times for institutional investors, endowments, and foundations.  Listen as CFA®’s Brett Halley, and Bryan Jarman discuss these challenges and what institutions can do to overcome them.    Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/

Episode #3 - Miss the best 10 days and you may miss 50% of the return!   Chris Casey, from the Private Wealth Investment Committee, discusses the tremendous volatility that markets have experienced and talks about the risks investors take if they try to capture returns from trading this volatility.      Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/

Episode #2 - The Danger in Owning Bond Funds   Brett Halley, CFA® and David Tawil, CTFA® from the Private Wealth Investment Committee discuss with host, Tim Kneen, CIMA® about the potential downsides of owning bond funds.     Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/

Episode #1 - Inflation Fears - How They Relate to Your Investment Portfolio   David Tawil, CTFA®  and Brett Halley, CFA®  from the Private Wealth Investment Committee join host, Tim Kneen, CIMA® to discuss how inflation fears can impact your investment portfolio.      Disclaimer: This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice.  It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied.  Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced. Investing involves risk, including loss of investment principal.  Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss. Private Wealth Asset Management does not offer tax or legal advice.  The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice.  Laws and regulations are subject to change, which may materially impact the outcome or results.  Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information.  Consult with your legal and tax advisors to determine how this information might apply to your specific situation.  Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management.  This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review. https://www.privatewealth.com/