Left Brain Thinking

Left Brain Thinking highlights the securities analysis of Left Brain Investment Research and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm’s search for profitable investment opportunities.

Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025 01/10/2025

Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025 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 audio on our first effort from our brand new studio! We welcome your feedback on the new format, so please leave a comment below! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss trends and strategies in 2025. We look to address a question we've been hearing often "Should You Make Changes to Your Portfolio with a New Administration on the Way in to the White House?" If you're familiar with the Left Brain philosophy, we seek not to mix our investing with our politics. Noland and Brian look at a few areas of potential outperformance (and underperformance) in a new political environment. We close out the video with a discussion on the interest rate environment, along with what you can expect from Left Brain in 2025! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth Website: https://leftbrainwm.com/ Email Brian at [email protected] for details on how you might position your portfolio to take advantage of key trends in 2025 and beyond! DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/34807400

Is "Too High, Too Fast" Really a Thing? Jarvis Update November 22, 2024 11/22/2024

Is "Too High, Too Fast" Really a Thing? Jarvis Update November 22, 2024 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, do their best to debunk the myth of "too high, too fast". We look at 5 stocks early in the video, 4 of which have seen stock prices increase by more than 100% in 2024 alone. Noland looks back on his considerable experience as both an advisor and an investor to share wisdom he's learned over the years in how to deal with such fortuitous circumstance. He urges investors to allow the "magic" of their best growth stocks to play in their favor. The takeaway: stocks that move high often have a great chance to continue their strong performance over the years. We have a keen understanding from working with investors that our optimistic viewpoint doesn't fit with every personality. For those investors, we offer an alternative, diving deeper into our income securities project, which we have been building diligently over the last six months. For those who make it to the end of the video, we cover one of our favorite income securities, which we wrote up this week. If you still have cash building up in checking, savings, CDs, or elsewhere on the sidelines, now is the time to consider finding it a new place to grow. Contact us for some ideas of how you can reallocate those funds more productively. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Website: Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/34114611

The Election is Over -- What's Next? Jarvis Update November 8, 2024 11/08/2024

The Election is Over -- What's Next? Jarvis Update November 8, 2024 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 Director of Research, Brian Dress, cover the changes we expect to see in fiscal policy (taxes and spending), along with the regulatory regime. We expect to see a lighter environment for regulation, along with an administration more favorable to mergers & acquisitions, which is ultimately shareholder friendly. We also touch briefly on what sectors we expect to perform well in the coming Presidential administration. The episode closes out with yet another income security idea, which you need to watch to the end for the reveal. With interest rates on a bit of a rollercoaster in 2024, we have an idea that should perform well in a rising interest rate, due to its investment in floating rate debt. We know some of you were holding money on the sidelines waiting for the outcome of the election. With that uncertainty behind us, it's time to put those funds to work. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and put cash to work at To check out our website, head over to If you would like more information about our model portfolios, now available for purchase, head to Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/33855667

How Could This Election Impact Your Portfolio? Jarvis Update October 25, 2024 10/26/2024

How Could This Election Impact Your Portfolio? Jarvis Update October 25, 2024 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 ultimate result of the election is unlikely to make a substantial difference in long-term return expectations. We also give you our view into the 3rd quarter #earningseason as it continues to unfold. We heard very constructive reports from major tech companies in Netflix (NFLX), ServiceNow (NOW), and Tesla (TSLA). We share thoughts on a few other names, including United Parcel Service (UPS) and a couple blasts from the past in General Electric (GE) and International Business Machines (IBM). The episode closes out with a bonus Topic 3. As interest rates have drifted lower in 2024, we have been on the hunt for new avenues for income. This has led us to closed-end funds and Brian shares one of our favorites. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/33621092

Are You Taking Full Advantage of Your Company Benefit Plan? Fundamentals of Investing 10/11/2024

Are You Taking Full Advantage of Your Company Benefit Plan? Fundamentals of Investing 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 2, we cover the pieces of your employee benefits package beyond your equity comp. CEO Noland Langford lays out his views of how to build wealth using these three workplace benefits: (1) Deferred Compensation (2) After-Tax Contribution to Retirement Plans (3) Net Unrealized Appreciation (NUA) Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits. In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014. We want to stress that going it alone in managing your employee benefits package could cost you a significant amount of money in the long run, both in taxes and in investment losses. If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and maximize your employee benefits at You can call Brian Dress at (630) 547-3316 or email at To check out our website, head over to DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/33425732

Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing 09/27/2024

Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing 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 its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits. In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014. We want to stress that going it alone in managing your stock compensation package could cost you a significant amount of money in the long run, both in taxes and in investment losses. If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation. Get on directly to discuss a plan for Building, Growing, and Preserving Your Wealth as you make the most of your employee benefit package. You can call Brian Dress at (630) 547-3316 or email at To check out our website, head over to DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/33239572

How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference 09/13/2024

How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference 0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry. In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge gathering of both leading and emerging software-as-a-service (SaaS) companies from all over the world. Noland is clear that he is attending the conference to look for new investment opportunities for Left Brain clients. Growth is central to the Left Brain strategy and finding new avenues to deliver growth is always a high priority for us. Noland shares some of the companies that surprised and impressed him most in face-to-face meetings. He also covers themes that seem to be universal in the software business today. We close out the episode with a lengthy discussion of how AI is impacting the software business, for better or worse. Topic 1: Recapping the SaaStr Conference Topic 2: Trends and Takeaways from SaaStr We happen to think growth is important for investors in all phases of life. To hear how we are incorporating what we've learned at SaaStr for our clients, get in touch with us using the contact info below. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash, along with avenues of growth . To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/33046247

Is This a Market in Transition? Jarvis Update September 3, 2024 09/03/2024

Is This a Market in Transition? Jarvis Update September 3, 2024 0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition? With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we are starting to see some new trends developing, as interest rates begin to crest and move lower. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss some of the most market-moving earnings over the past week, including from major players like Nvidia (NVDA), Salesforce.com (CRM), and CrowdStrike (CRWD). We also note the change in market leadership that has occurred over the past 3 months, as the move in interest rates has been to the benefit of highly interest rate sensitive sectors of the market like real estate and utilities. Topic 1: 2nd Quarter Earnings Review Topic 2: Is this a Market in Transition? If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/32881212

How Does a Weakening Consumer Affect Your Investments? Jarvis Update August 16, 2024 08/16/2024

How Does a Weakening Consumer Affect Your Investments? Jarvis Update August 16, 2024 0:00 Intro 0:53 Market Recap 3:44 Topic 1: Earnings Review; Consumer Weakening 7:36 Topic 2: Who Benefits from Lower Interest Rates? Markets experienced a quick and sharp correction in early August. This was driven at least, in part, by a weakening consumer and a perception that the Federal Reserve has been too slow to cut interest rates. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the two topics mentioned above. We give our thoughts on how a weakening consumer can impact your investments, along with some of the best areas of the market to take advantage of current trends. We also take a quick look at the earnings season, which is coming to a close. We saw a mixed bag of earnings in the technology sector, along with an area that appears to be in slowdown mode -- travel. Finally, with interest rates likely to fall in the coming months, Noland gives his thoughts to investors who have been parking funds in cash like vehicles like CDs and money markets, where rates of return could fall precipitously in the coming months. Topic 1: Earnings Review; Consumer Weakening Topic 2: Who Benefits from Lower Interest Rates? If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash at To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/32605027

Are You Ready for the Market Rotation? Jarvis Update July 19, 2024 07/19/2024

Are You Ready for the Market Rotation? Jarvis Update July 19, 2024 0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since the latest Federal Reserve meeting. We have seen two specific sectors of the market gain steam since Chairman Powell signaled that the first rate cut could be coming soon. We also take a quick look at the earnings from financial companies that have already come in. Noland shares some of the themes he will be watching over the coming few weeks, as earnings start to trickle in from the tech sector. Finally, we speak about the phenomenon over the last couple years that we have seen play out before and during earnings season. Topic 1: Market Rally Broadening Topic 2: Previewing 2nd Quarter Earnings If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/32219882

Is Your Money Safe? Fundamentals of Investing 07/05/2024

Is Your Money Safe? Fundamentals of Investing 0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence. Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life compromised can cost you hundreds of thousands of dollars, so you can't afford not to take precautions in this area! In the latest Fundamentals of Investing series, we give you an accounting of the most common scams we have seen in our interactions with clients and through our extensive research on the subject. CEO Noland Langford gives some simple tips and techniques for securing your money and also, your data, which is gold in the digital age. There are a few small changes you can make to your routine that can pay huge dividends in the long run, ensuring that you don't fall prey to any of the latest scams. Finally, Noland and Director of Research, Brian Dress, discuss some of the concrete steps we are making as a firm at Left Brain designed to help protect your money and your data and keep you safe in world full of "bad guys" trying to separate you from your wealth. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and protect your money and data at To check out our website, head over to Email Brian at to discuss whether you have a sufficient plan for safeguarding your wealth, both from the "bad guys" and from gyrations in the market. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/32023912

The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024 06/21/2024

The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024 0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video. There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing. In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation. Topic 1: Bull Roaring, Rally Narrowing Topic 2: Interest Rates, Inflation, Consumers If you would like to learn more about our how to take advantage of the current bull market, don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/31844452

Should You Invest in Real Estate? Fundamentals of Investing (Part 2) 06/07/2024

Should You Invest in Real Estate? Fundamentals of Investing (Part 2) 0:06 Is Real Estate Really "Passive"? 2:20 What About Vacancy? 3:39 More Hidden Costs 5:53 Four Passive Investment Alternatives to Real Estate Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 2 of the series, CEO Noland Langford talks more about the hidden costs of real estate investing. We ask the question "Is Real Estate Investing Really 'Passive'?" and talk about the perils around vacancy. Finally, Director of Research, Brian Dress, leads a discussion of 4 alternative investments to real estate that are truly passive -- that is, offer similar or better returns to real estate, without the headaches that come along with the property management business. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to Email Brian at to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/31657517

Should You Invest in Real Estate? Fundamentals of Investing (Part 1) 05/15/2024

Should You Invest in Real Estate? Fundamentals of Investing (Part 1) 0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 1 of the series, CEO Noland Langford covers some of the hidden costs of real estate investing and goes through his list of pros and cons of purchasing rental properties. Director of Research, Brian Dress, shares our cash flow analysis of the true cash returns of owning rental units. Please tune in next week to Part 2 of the series. Noland will speak more about the challenges of executing a rental portfolio strategy, while offering some alternative asset classes that may provide similar or better returns without the headaches around the rental business. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to Email Brian at to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/31329777

How Should You Respond to this Market Correction? Jarvis® Update May 3, 2024 05/03/2024

How Should You Respond to this Market Correction? Jarvis® Update May 3, 2024 0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions. What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the latest earnings reports, both in tech and in consumer-related stocks. Rising interest rates continue to throw a wrench in investors' plans Topic 2 covers some practical tips on how we think investors should approach the latest market correction. Noland closes out the video with one of his favorite income stocks, which has an annual dividend yield of 8.4%! But you'll have to watch all the way to the end to get that name! Topic 1: Earnings Reports -- Things Appear to be Changing Topic 2: Practical Tips to Deal with the Latest Market Correction If you would like to learn more about our income strategies and other market thoughts, don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/31120158

Can Earnings Season Bolster a Weak Market? 04/19/2024

Can Earnings Season Bolster a Weak Market? 0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season. Markets have struggled over the past few weeks, as investors look away from business fundamentals and fixate on macroeconomic factors like strife in Israel and Iran, along with interest rates that have been creeping up over the last couple months. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover the recent phenomenon that markets have tended to drift lower between earnings seasons, while finding strength when investors are more focused on business fundamentals. We close out the video in Topic 2, sharing a concept of a tax-efficient income strategy, punctuated by a discussion of our Income Security of the Month! Topic 1: Earnings Season -- The Antidote for the Macro Malaise? Topic 2: Tax-Efficient Income Strategy If you would like to learn more about our strategies for putting your finances in order in 2024 and getting excess cash working for you, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting To check out our website, head over to https://leftbrainwm.com/ If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at [email protected] for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/30906853

What's In Store for the Rest of 2024? Jarvis® Update March 28, 2024 03/29/2024

What's In Store for the Rest of 2024? Jarvis® Update March 28, 2024 0:00 Intro 2:19 Market Recap 4:25 Topic 1: Winners and Losers in 2024 8:31 Topic 2: Previewing the Rest of 2024 The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double digits. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, review the past three markets. We cover the winners and losers, both and the sector/industry level, as well as the top 5 and bottom 5 performing stocks in the entire market. Based on the data we compiled, we can unabashedly say we are in the midst of a bull market. We close out the video in Topic 2, discussing our projections for the rest of the year (and beyond). Finally, Noland has some words of wisdom for those with large piles of cash sitting on the sidelines. Hint: it is probably time to consider doing something! Topic 1: Winners and Losers of 2024 (So Far) Topic 2: Previewing the Rest of 2024 If you would like to learn more about our strategies for putting your finances in order in 2024 and getting involved with the bull market, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/30593688

Bitcoin Rising – But is AI the Real Growth Engine? Jarvis® Update March 15, 2024 03/15/2024

Bitcoin Rising – But is AI the Real Growth Engine? Jarvis® Update March 15, 2024 0:00 Intro 2:18 Market Recap 4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth Engine 7:19 Topic 2: Ways to Take Advantage of the Bull Market Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving huge returns in the conventional stock market -- Artificial Intelligence (AI), Cybersecurity, and Digital Transformation. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover three of the stocks that we follow closely that have posted returns in excess of Bitcoin since January 1. You'll have to watch the whole video to hear about these "super winners". Noland also discusses his view, informed by the experience of his 25 years in the investment business -- a few of these "super winners" can not just improve your returns, but they can also change your standard of living! We close the video talking about some specific personal finance moves that you can make in order to take full advantage of the bull market that is underway here in 2024! Topic 1: Bitcoin "Mooning", but AI is the "Real Deal" Growth Engine Topic 2: Ways to Take Advantage of the Bull Market Left Brain Clients: Don't Forget to Save the Date of Saturday, May 11 for Our Annual State of the Union at the Naperville Morton's! If you would like to learn more about our strategies for putting your finances in order in 2024 and getting involved with the bull market, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to If you would like more information about our model portfolios head to Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/30394193

What's Driving the Bull Market? Jarvis® Update March 1, 2023 03/01/2024

What's Driving the Bull Market? Jarvis® Update March 1, 2023 0:00 Intro 2:19 Market Recap 3:43 Topic 1: Giving the Bull Market Some Context 9:50 Topic 2: Action Steps for Investors in Early 2024 We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far. At the same time, even though we are moving swiftly into March (and Spring soon, hopefully), there is still time for investors to take stock of their financial plan and to take some simple steps to improve their situations. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some moves you can make with your retirement accounts. This week we are stressing reviewing one type of financial contract that we know many clients and other investors are holding -- annuities. Since interest rates have risen over the last two years, there may be a great opportunity for annuity holders to "refinance" their contracts to something more favorable! Make sure you get in touch with your advisor if you are holding an annuity written 5 years ago or longer. Topic 1: Giving Some Context to the Bull Market Topic 2: Action Steps for Investors in Early 2024 If you would like to learn more about our strategies for getting your finances in order in 2024, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/30194968

It's a Bull Market -- What Does it Mean for You? Jarvis Update -- February 16, 2024 02/16/2024

It's a Bull Market -- What Does it Mean for You? Jarvis Update -- February 16, 2024 0:00 Intro 2:16 Market Recap 5:00 Personal Finance Corner: IRAs and Roth Conversions 6:16 Topic 1: NASDAQ 1990s -- A History Lesson 11:18 Topic 2: Earnings Season -- Trends Are Emerging Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress get out the neon spandex and fanny packs for a look down memory lane back to the 1990s. Specifically, we cover the bull run in the 90s that occurred in the NASDAQ where the index rose by more than 500% in a five year period. Noland gives you his thoughts of the similarities and differences between today's market and the one we saw in the late 90s. Noland also shares some of the conclusions he has, now that most companies have reported their earnings for the quarter. We have seen some impressive upside moves from companies reporting strong results, which bolsters the bull case! Topic 1: NASDAQ 1990s -- A History Lesson Topic 2: Earnings Season -- Trends are Emerging If you would like to learn more about our strategies for taking advantage of a budding bull market, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To learn more about Left Brain and how we help clients, head over to If you would like more information about our model portfolios head to Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/29990773

Tips to Adjust Your Retirement Plan (and Earnings, Too) 01/12/2024

Tips to Adjust Your Retirement Plan (and Earnings, Too) The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you can make with your retirement accounts at the beginning of the year. We also do a quick dive into the beginning of earnings season and Noland shares some of his conclusions after having read a number of the earnings calls coming from some of the world's biggest and most important companies. Finally, Noland shares with us his Super Bowl pick. Evidently Noland has correctly picked 9 of the last 10 Super Bowl winners (Please Note: this is not audited by any third party, so tail the pick at your own risk!) Topic 1: Doing the Right (Financial) Stuff in 2024 Topic 2: Earnings Season in Full Swing If you would like to learn more about our strategies for getting your finances in order in 2024, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/29466943

The Fed Finally Lets Up! Why We Are Optimistic for 2024 12/15/2023

The Fed Finally Lets Up! Why We Are Optimistic for 2024 0:00 Intro 2:20 Market Recap 4:39 Topic 1: Putting the Macro Behind Us (For Good) 7:59 Topic 2: What Makes Us Optimistic for 2024 The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal Reserve Chairman Jerome Powell's press conference this week, it seems evident that the Fed is done with interest rate increases for the current cycle. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss our improving view of the market through the Left Brain lens. With the topics of interest rates and inflation now in the rear-view mirror, we are able to look through the windshield -- we think the next few years could be potentially prosperous for investors that have their money in the market. We know there has been a sharp and swift move in markets, which has caused some investors to wonder "Am I too late to participate?" Noland shares his views that he thinks the rally may just be beginning and now is a great time for investors to get involved, both in bonds and stocks! Topic 1: Putting the Macro Behind Us (For Good) Topic 2: What Makes Us Optimistic for 2024 If you would like to learn more about our full list of turnaround candidates and discuss whether they could be a fit for your portfolio as we move into 2024, get in touch with us using the information below. We love speaking with new investors! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our new website, head over to If you would like more information about our model portfolios head to . Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/29102463

Turnaround Candidates for 2024: Jarvis® Update December 1, 2023 12/01/2023

Turnaround Candidates for 2024: Jarvis® Update December 1, 2023 Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally". In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress take a look back on the last three years in the market, which have been challenging for both growth and income investors alike. With that said, difficult times seem to have set the stage for a potentially profitable time for investors in 2024 and beyond. In this week's second topic, we leave all those challenges behind and take a look forward into 2024 (and beyond). Noland first gives us his views on what constitutes a turnaround candidate and then shares two of his favorite ideas for 2024 with viewers to close out this week's show. Topic 1: A Trip Down Memory Lane (2020-2023) Topic 2: What We Are Looking for in Turnaround Candidates for 2024 If you would like to learn more about our full list of turnaround candidates and discuss whether they could be a fit for your portfolio as we move into 2024, get in touch with us using the information below. We love speaking with new investors! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at To check out our new website, head over to If you would like more information about our model portfolios head to Email Brian at for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/28891463

The Five Biggest Mistakes of Estate Planning 11/09/2023

The Five Biggest Mistakes of Estate Planning 0:00 Intro 0:56 Who Needs an Estate Plan? 1:35 Mistake #1: Not Defining Your Goals 4:23 Mistake #2: Not Getting Beneficiaries Right 5:42 "Five by Five" Power in a Trust 8:11 Mistake #3: Not Considering Your Liabilities 9:57 Mistake #4: Not Updating Your Estate Plan 11:01 Mistake #5 : Going it Along (and Procrastinating!) When you ultimately pass away, do you want to determine who receives your assets and how? Or would you rather the government or someone else make the decisions? If your answer to this question was "Yes", then you need an estate plan. To avoid family disharmony, it is important to draw out your estate plan in a way that you know will be executed according to your wishes! In our latest "Fundamentals of Investing" video, our VP of Investments and personal finance expert Freddy Garcia joined Director of Research, Brian Dress, to discuss the 5 most common mistakes we see in estate planning. As advisors, we have seen many terrible outcomes for folks who don't have their estate plan in order. Especially with those investors who decide to "go it alone" and not seek professional help with this important life decision, we see procrastination as a huge problem. Often times, life changes like divorce, the death of a beneficiary, or the addition of grandchildren makes changes to the estate plan crucial. Since one of the biggest problems in estate planning is that the average inheritance is spent down in 2 years, it's logical that people would want to pass down assets in a way that they won't be frittered away frivolously. To that end, Freddy covers some strategies that can help you make sure your wishes are followed to a T. To learn more about how to create an estate plan that works for you and your family, set time directly on , call us at (630) 547-3316, or email at DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/28572933

Should You Sell Because of the Middle East Conflict? 10/20/2023

Should You Sell Because of the Middle East Conflict? 0:00 Intro 2:19 Market Recap 5:03 Topic 1: How to Respond to Global Crises 8:45 Topic 2: Earnings Season is Finally Here! 15:05 Bonus Topic: End of Year Tax Management We continue to experience jittery markets in the month of October, with two major stories continuing to dominate the headlines -- rising interest rates and the raging conflict in Israel and the Gaza Strip. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss the Left Brain philosophy of how we react as investors to major global events like those the world is currently experiencing. While we do take into account major world events, we note that most of the time, we see temporary price changes in securities and often how we want to use the opportunity to add market exposure, rather than to panic sell! Noland was audibly excited to discuss our second topic this week -- the beginning of the 3rd quarter earnings season. We cover two of the past week's biggest and most important reports -- Tesla (TSLA) and Netflix (NFLX). We close out with a bonus topic -- tax management. By the time you send your documents off to your accountant in early 2024, it will be too late to do anything about lowering your tax bill; now is the time to act. Noland mentions a couple strategies that we are currently pursuing for clients and that may help you come tax time in April! Topic 1: How to Respond to Global Events Topic 2: Earnings Season is (finally) here! If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to If you would like more information about our model portfolios head to Email Brian at [email protected] for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/28379243

Interest Rates Weigh on Markets; Is There Hope for the 4th Quarter? 09/29/2023

Interest Rates Weigh on Markets; Is There Hope for the 4th Quarter? September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market. We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks. We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift. We welcome any Swifties that surf through to our video to learn a bit about investing! Topic 1: What the **** is Going On Lately? Topic 2: Our Expectations for Q4 If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to If you would like more information about our model portfolios head to Email Brian at for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/28181264

CEO Noland Langford Talks AI, Cybersecurity, and Energy with Chuck Jaffe 09/15/2023

The 4 Most Common Mistakes with Life Insurance 09/08/2023

The 4 Most Common Mistakes with Life Insurance This week we switch gears from our usual market recap videos to bring you the latest in our Fundamentals of Investing series, discussing a topic that is relevant to literally all families -- Life Insurance. Most of us know Life Insurance is an essential building block of a comprehensive financial plan, but there are so many options and potential pitfalls that going it alone is a dangerous strategy. In this week's Jarvis® Update, we welcome VP of Investments, Freddy Garcia, our resident financial planning expert, to cover some of the major mistakes he has seen investors make over his 26 years of financial planning and advisory experience. As we talk our way though the common errors that folks make with insurance, we come to some key conclusions: (1) Don't procrastinate, as a single split second event could leave your family in need of a life insurance benefit (2) Don't go it alone -- this is a complicated field, but there are also many novel strategies that can help your family and minimize their tax burden (3) Always review what you have -- life changes, insurance companies change, beneficiaries change. It's not good enough just to buy a policy and stick it in the drawer for decades! If you are looking to get on top of your insurance situation and achieve peace of mind, both for yourself and your loved ones, please get in touch with us to schedule a meeting! You never know when you will need it. https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting Call Brian directly at (630) 547-3316. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/27983784

Why We Don't Knee-Jerk Sell 08/25/2023

Why We Don't Knee-Jerk Sell The first few weeks of August have been fairly dismal across markets. But we saw some quite impressive earnings reports out of a few AI-related names this week in Nvidia (NVDA), Splunk (SPLK), and Snowflake (SNOW). This got us to thinking we should share part of the discipline of long-term investing with our followers. Just because stock prices are down temporarily, doesn't mean that we should knee-jerk sell our stocks! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover our thoughts on the conclusion of earnings season, along with our thoughts of how best to handle emotions related to short-term fluctuations in the stock market. Noland keeps it simple: Don't Look at Your Statement so much! Topic 1: Earnings Season Closes Out Topic 2: Why We Don't Knee Jerk Sell Into Weakness With that in mind, if you are still sitting on cash in the bank, now is the time to get invested with stock prices down (temporarily in our view), as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail! To check out our new website, head over to If you would like more information about our research service, head to https://leftbrainwm.com/report. Email Brian at for details. Get on Brian's calendar directly to discuss a plan for the new bull market at DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/27851967

Is the Bull Market Intact? How Investors Can Cope with Rising Rates 08/11/2023

Is the Bull Market Intact? How Investors Can Cope with Rising Rates Markets were positively buoyant in the first 7 months of the year, with the S&P 500 gaining roughly 17% on the way to August 1. But in the last couple weeks we have seen a slight correction across the market. With that in mind, along with the inflation data, as well as the rising interest rate environment, we are starting to hear concerns from investors that perhaps the bull market could be over before it started. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, give our answer to the question: "is the bull market intact?" Spoiler alert: we answer in the affirmative and realize that corrections of 5-10% are normal in the context of any bull market. A few shaky days in the markets are not enough to shake our conviction in the positive direction we have seen in a few key areas in the market. Noland covers his 3 favorite segments of the market: (1) Digital Transformation, (2) Artificial Intelligence, and (3) Digital Advertising. Finally, Noland covers some thoughts he has for investors wondering how to deal with rising interest rates, especially as regards decisions in real estate. Topic 1: The State of Our Bull Market Call Topic 2: How Investors Should Respond to Rising Interest Rates With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail! To check out our new website, head over to If you would like more information about our research service, head to Email Brian at for details. Get on Brian's calendar directly to discuss a plan for the new bull market at DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. /episode/index/show/leftbrainir/id/27730476

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