Tag: Inflation

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Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

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In a world plagued by rising prices, inflation, and interest rates, you can’t help but wonder: How will these factors impact the stock market and our financial stability?

In this episode, Tim Scannell introduces Michael Shea, the Managing Director of the Investment Solutions Group at Hightower. Michael shares his investment style focused on value and capturing dividend flow, the importance of managing against benchmarks, and staying current with market information. 

Learn about Michael’s views on inflation and its impact on financial markets and how he advises clients while considering the impact of inflation and interest rates on their finances.

Michael discusses:

  • His unique stance on the impact of inflation and the current state of the markets
  • The Federal Reserve’s response to the pandemic and why he entirely disagrees with it
  • The impact of the Fed overstimulating the economy and how it contributed to the inflation we are seeing now
  • The impact of reshoring and what you can expect from this change in the future
  • And more

 

Connect With Tim Scannell:

Connect With Michael Shea:

About Our Guest:

Michael Shea is a financial advisor who works out of Park City, Utah. Shea is an employee of Hightower Advisors, LLC. Shea has gained experience at Hightower and Prudential Equity Group, LLC. Shea maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois, New York and Utah.

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Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)

Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)

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What’s your take on the importance of infrastructure investment and onshoring for supporting the economy? 

In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower’s asset management business, the importance of research and staying informed about global markets, and Stephanie’s thoughts on inflation. 

They also touch on topics such as infrastructure investment and onshoring, and the impact of higher interest rates on borrowing rates and bond yields. Stephanie also emphasizes the value of talking to colleagues outside of Hightower for different perspectives.

Stephanie discusses:

  • The value of staying informed about the market & including various advisor opinions when wealth planning
  • Her perspective on rising inflation (what you can expect in the coming months)
  • The recent state of the US infrastructure and what this could mean for your investments
  • Her professional insights into the impact of interest rates, the job market, the housing market, and so much more!

 

Resources: 

Connect With Tim Scannell:

Connect With Stephanie Link:

About Our Guest:

Stephanie Link is an experienced Managing Director with a demonstrated history of working in the Investment Management industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and Fundamental Analysis. Stephanie is a strong finance professional with a BS focused in Finance from Boston College Carroll School of Management. 

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How Inflation Impacts Your Business Valuations (Ep. 100)

How Inflation Impacts Your Business Valuations (Ep. 100)

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We’ve hit our 100th episode of The Wealth Stream Podcast! 

Today, we’re discussing the impacts inflation can have on business valuations.

In this episode, Tim Scannell talks about how to avoid costly mistakes that impact and delay business owners’ ability to become financially independent and make work optional. He focuses on ways to help business owners maximize what they keep as they exit into financial independence and enhance their wealth to live a full life.

Tim discusses:

  • What inflation is and how it specifically relates to business owners
  • How he advises clients to mitigate the impact of inflation on their businesses
  • What he sees business owners focus on when it comes to inflated expenses
  • How consumer spending habits are evolving
  • Possible strategies to minimize the impact of inflation on your business
  • And more

Connect With Tim Scannell:

tscannell@scannellwealth.com
Hightower Great Lakes
LinkedIn: Tim Scannell
Twitter: Tim Scannell
(219) 531-4941

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How To Protect Your Wealth Through Inflation with Stephanie Link (Ep. 99)

How To Protect Your Wealth Through Inflation with Stephanie Link (Ep. 99)

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Inflation is a topic that you can’t seem to escape nowadays.

Everyone has an opinion on the topic, whether it’s the news, your relatives, or someone else.

In this episode, Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, joins us to help break down inflation and interest rates. We advise you to turn off your TV and listen to a trusted financial advisor about how you can combat inflation’s effects on your bank account.

Stephanie discusses:

  • Her journey of becoming the Chief Investment Strategist and Portfolio Manager at Hightower 
  • How the independent wealth management industry continues to grow
  • A deeper look into why inflation and interest rates are so high right now
  • Why you should limit your time watching the news and instead focus on listening to industry professionals
  • And more!

Connect With Tim Scannell:

Connect With Stephanie Link:

About Our Guest:

With over 27 years of experience managing money, Stephanie Link joined Hightower in June 2020 as Chief Investment Strategist and Portfolio Manager. 

Before joining Hightower, Stephanie was the Senior Managing Director and Head of Global Equities Research at Nuveen. She also served as Chief Investment Officer at TheStreet, Co-Portfolio Manager of Jim Cramer’s Charitable Trust, and Managing Director of Institutional Sales and Director of Research at Prudential Equity Group.