Stop Letting Your Cash Sleep! Discover Predictable Income Strategies for HNW Investors
Release Date: 08/29/2025
Stop Letting Your Cash Sleep! Discover Predictable Income Strategies for HNW Investors
Left Brain Thinking
If you're holding idle cash or searching for a way to replace a paycheck in retirement, this is your wake-up call. In this episode of Fundamentals of Investing, Left Brain Wealth Management’s Director of Research, Brian Dress, and CEO/CIO Noland Langford explore the often-overlooked power of income securities— investments that deliver steady, dependable cash flow without the stress of stock market swings. 👉 Whether you're: - Sitting on too much unproductive cash at the bank, - Nearing retirement and need reliable monthly income, or - Looking for alternatives to the equity market...
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Overexposed to Company Stock? Don’t Make These Mistakes!
Left Brain Thinking
Are you a corporate executive sitting on a growing pile of company stock, but unsure what your next steps should be? We’ve seen it happen far too many times: executives who build wealth through stock compensation, but ultimately fail to fully take advantage because they lack a well-considered plan. If 10–25% of your net worth is tied to one stock, this is required viewing. In this episode of Fundamentals of Investing, Brian Dress and Noland Langford walk you through the biggest risks of overconcentration in your company’s equity, and ways to protect (and enhance) your long-term wealth....
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Forget the Headlines: How Smart Money is Investing in 2025
Left Brain Thinking
In this episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions. We cover: • The real risks investors are facing in 2025 • Why mixing politics and investing is a dangerous cocktail • Where we see growth potential: AI, cybersecurity, digital ads & more • An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not...
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How AI Is Rewriting the Rules of Software Investing | Insights from SaaStr 2025
Left Brain Thinking
Are you a high net worth investor looking to stay ahead of the curve in the age of AI? Here’s your inside track on how artificial intelligence is transforming enterprise software—and where forward-thinking investors are putting capital to work right now. In this episode, Brian Dress (Director of Research at Left Brain Wealth Management) sits down with our CEO & Chief Investment Officer Noland Langford to share powerful insights from the 2025 SaaStr Conference in San Mateo, California. We dive into: How AI is reshaping the competitive landscape for software companies...
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Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025
Left Brain Thinking
0:00 Intro 1:20 Should You Make Changes Post-Election? 2:42 Topic 1: Preparing for a New Administration 5:20 Should You Be Looking at Financials? 8:34 Questioning International Investment Exposure 11:03 Where Can We Expect Outperformance and Underperformance in 2025? 14:39 Topic 2: Talking Interest Rates 19:05 What's New for Left Brain in 2025 New year, new us! We are excited to come to you with the first video of 2025 and in a brand new format. Our plan is to bring you videos of a higher production quality, but there will be some hiccups along the way. We beg your pardon for less than stellar...
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Is "Too High, Too Fast" Really a Thing? Jarvis Update November 22, 2024
Left Brain Thinking
0:00 Intro 0:56 Recapping the Year for the Market's Best Performers 2:28 How to Respond When Your Stocks are Up Significantly 3:59 Topic 1: Debunking "Too High, Too Fast" 13:39 Topic 2: Alternatives if You Can't Stomach Staying Long 16:40 Bonus: Another Income Idea In speaking with clients over the last few weeks, one theme keeps coming up in discussions. Many of their portfolio stocks have made sharp, quick moves higher, prompting two key questions: "Are these stocks too high, too fast? Should I sell?" In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress,...
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The Election is Over -- What's Next? Jarvis Update November 8, 2024
Left Brain Thinking
0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income Security The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don’t Do Anything Rash and (2) Don’t Mix Your Politics with Your Investments! In this week's Jarvis® Update, CEO Noland Langford and...
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How Could This Election Impact Your Portfolio? Jarvis Update October 25, 2024
Left Brain Thinking
0:00 Intro 0:53 A Look Back at the Year to Date 3:52 Topic 1: Investing Around the US Election 7:49 Topic 2: Earnings Season in Full Swing 13:01 Topic 3: BONUS -- Income Securities We know there are jitters among investors as we move swiftly toward the US Presidential #election. Volatility has kicked up over the last 6 weeks, especially as regards #interestrates. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our thoughts on the election. You won't hear us pontificating on matters political, but we do share historical data suggesting that the...
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Are You Taking Full Advantage of Your Company Benefit Plan? Fundamentals of Investing
Left Brain Thinking
0:00 Intro 0:54 Preview 2:11 Topic 1: Deferred Compensation 8:06 Topic 2: After-Tax Contribution to Retirement Plans 12:45 Topic 3: Net Unrealized Appreciation (NUA) So you're an executive at work with an excellent benefit plan. Have you sat down with a professional to make sure you are taking full advantage of every aspect of your plan? This edition of Fundamentals of Investing is the second installment of our "Employee Benefits" series. Working with corporate executives is one of our specialties at Left Brain and there are a lot of aspects to it that you may not have considered. In episode...
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Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing
Left Brain Thinking
0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth. There are three main forms of employee stock compensation: (1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options Each carries...
info_outlineIf you're holding idle cash or searching for a way to replace a paycheck in retirement, this is your wake-up call.
In this episode of Fundamentals of Investing, Left Brain Wealth Management’s Director of Research, Brian Dress, and CEO/CIO Noland Langford explore the often-overlooked power of income securities— investments that deliver steady, dependable cash flow without the stress of stock market swings.
👉 Whether you're:
- Sitting on too much unproductive cash at the bank,
- Nearing retirement and need reliable monthly income, or
- Looking for alternatives to the equity market “rollercoaster”...
This discussion unpacks how income-generating investments like corporate bonds, high-dividend stocks, closed-end funds, and preferred shares can be a cornerstone of a more stable, tax-smart portfolio.
👉 Download our Free Guide: The Intelligent Investor’s Guide to Income Securities
👉 Gain a deeper understanding of how to strategically deploy income investments in today’s interest rate environment by downloading at: https://leftbrainwm.com/income-securities
👉 Want to see how this fits your financial picture? Schedule a confidential call with our team today. 👉 https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting-virtual-For-New-Prospective-Clients
• https://www.leftbrainwm.com/
• Email: [email protected]
• Phone: (630) 547-3316
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