The Care For My Wealth Show, with Capstone Wealth Management, helps you navigate capital markets with risk management!
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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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Levels of importance for the S&P 500, Nasdaq, Rates, US Dollar, Oil, Copper. Is economic activity slowing or not?!By Capstone Wealth Management
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Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, Len Hayduchok discusses the importance of financial advisors truly understanding their clien…
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Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or …
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Important levels for NVDA, S&P 500, rates and the US Dollar along with correlations for stocks/bonds/USD.By Capstone Wealth Management
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Joe Simonetta: The Ethical Compass: Navigating Life's Journey
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Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of…
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AUG 21 - Jobs revision - Does it matter? S&P 500 important levels.
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Jobs revision...does it matter? S&P 500 levels of importance. What does it mean to be a "systematic" investor?By Capstone Wealth Management
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AUG 14 - Disinflation continues and SPX 5479 Pay Attention!
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Levels for the S&P 500 cash and futures to pay attention toBy Capstone Wealth Management
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Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, hosts Len Hayduchok and Doug Sandler tackle the intricacies of financial personas and the co…
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With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…
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What's causing the stock market to sell off? Is there more? Get the video version of this podcast here: https://rumble.com/v59kwip-are-we-back-to-deflationary-risk-off-part-1.htmlBy Capstone Wealth Management
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AUG 1 - S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and Bitcoin
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S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and BitcoinBy Capstone Wealth Management
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What's Oil (and other Commods) saying? What's MSFT saying? What's VIX saying?By Capstone Wealth Management
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Dennis Torres: Ethics, Fulfillment, and the Power of Continuous Learning
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Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Len Hayduchok and Dennis Torres, through their experiences and insights, navigate the often-overlooked aspect…
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Today's action and major market TRADE and TREND levelsBy Capstone Wealth Management
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Today's daily actionable dataBy Capstone Wealth Management
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Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement
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About the guest, Jet Vertz: Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35. Prior to going into the avia…
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For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
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What is Real World Tokenization and how does it work?By Capstone Wealth Management
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risk management is all about investing your money in a way that won't blow you up! Chucking your money in a fund or a single stock and hopeing for the best is a thing of the past. Instead, be algorythmically systematic! Let the market tell you want to do, not the other way around.By Capstone Wealth Management
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On May 30, the title of the podcast that day was that markets were ready to move higher in the face of inflation. The S&P 500 was at 5235 then and, more importantly, was ready to bounce off its TRADE level. It did just that and is now almost 4% higher. The rate of change (RoC) of these price, volume and volatility levels that I give you are valuabl…
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A weak labor market likely brings rate cuts a tad faster. Who does that help? In the short run - investors. But, remember, rate cuts can often be the start of a weakening investment cycle too as investors start to wonder if things are weaker than being reported. Otherwise, why would the Fed need to cut?…
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We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
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MAY 30 - Markets now ready for a move higher in the face of inflation.
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Currently, markets are testing valuable TRADE momentum support. Even though inflation is headed higher, this is not the time or place to give up on stocks or commodities.By Capstone Wealth Management
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Curent models suggest markets are ready for a sell off. Deep? Probably not as markets are still bullish TREND. Don;t forget the yield curve is negative and has been now for over 15 months. That's important since markets tend to respond to that with a 15 month lag.By Capstone Wealth Management
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MAY 15 - Why inflation is not a problem (for now) for stocks.
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Inflation IS a problem for the consumer. Inflation IS NOT a problem (for now) for stocks. The market could stumble – BUT NOT due to inflation.By Capstone Wealth Management
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MAY 8 - Why inflation is not going to go away in the near term.
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Clips of Danielle Di Martino Booth explaining that the Fed did indeed pivot. The Fed will not REfocus on employment - since it IS weakening - versus solely focusing on inflation. Quantitative Easing is headed back into the system. Inflationary. Additional clip of Jared Bernstein - Biden Econ Advisor - seemingly not understandind money and markets.…
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Jay Powell pivoted after the Fed presser and rate decision.By Capstone Wealth Management
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Episode 64 - Adrian Chastain & Kailee Ostroski
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In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…
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APR 29 - What's all the hubbub about the Yen?
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Is the falling Yen really that big of a problem? What macro signals are showing similarities to the OCT 2023 stock index lows?By Capstone Wealth Management
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Major indexes recaptured their trend durations Tue...but those are once again at risk with the META blow-up. META needs to re-take $474 for it to not be in the bear house. 4 of the "Mag 7" are now bearish trend. Big tech rolling over? STILL...lots of similarities to the OCT 2023 lows happening throughout markets and macro.…
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Major markets are at the line in the sand - bullish...or bearish! Lots of similarities to OCT 2023 - Move Index (Bond volatility), USD, Rates...could this be the spot market rally for a bit?By Capstone Wealth Management
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APR 18 - Is the stock market moving to a bearish phase?
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Are stock markets breaking trend? Is the next move lower or higher? Who is the whale buying gold?! Is Bitcoin ready to fly into its halving event?By Capstone Wealth Management
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APR 15 - Did this weekend's Middle East situation change markets?
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Did the Middle East siutation this weekend change markets?By Capstone Wealth Management
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APR 11 - Is this the end of the stock bull road because inflation cannot get tamed?
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Is this the end of the bull road because inflation cannot get tamed?By Capstone Wealth Management
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ARP 8 - Is the US Dollar poised to just keep climbing? What's that do to global debt?
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Is the US Dollar poised to just keep climbing? How might that affect the global debt situation?By Capstone Wealth Management
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APR 4 - What is the Bitcoin halving...and does it matter? Commodities...what should I buy?
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What is the Bitcoin halving...and does it matter? Commodities...what should I buy?By Capstone Wealth Management
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Episode 63 - Do's and Don'ts of COO Onboarding
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In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
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MAR 28 - Volatility breaking down, broadening the bull market as growth & inflation accelerate.
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Volatility breaking down, broadening the bull market as both growth and inflation accelerate.By Capstone Wealth Management
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Mar 25 - Care For My Wealth - Chris Kline
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Global risk on! Growth and inflation rising together.By Capstone Wealth Management
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Mar 21 - Care For My Wealth - Chris Kline
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Fed "coos" dovishBy Capstone Wealth Management
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Mar 18 - Care For My Wealth - Chris Kline
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How important is NVDA and important stock market levelsBy Capstone Wealth Management
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Mar 14 - Care For My Wealth - Chris Kline
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What is the market saying about inflation?By Capstone Wealth Management
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Mar 11 - Care For My Wealth - Chris Kline
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Jobs - can the gov't count? Plus, trade and trend levels.By Capstone Wealth Management
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What does it take to stay wealthy?By Capstone Wealth Management
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Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
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We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
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Is this bull market for real?By Capstone Wealth Management
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Feb 29 - Care For My Wealth - Chris Kline
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Is it too late to enter bitcoin / crypto?By Capstone Wealth Management
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Today I discuss how to view markets (stocks, bonds, crypto) in a mutli-factor way. What is the trend? Waht's the next real catalyst for market volatility?By Capstone Wealth Management
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Will it be Volatility Up, Market Up - a 1999 Correlation?
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Volatility UP, Market UP, Rates UP, Commodities UP - for how long?By Capstone Wealth Management
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Will the Window of Weakness bite the Stock Market?
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Will the Window of Weakness bite the Stock Market?By Capstone Wealth Management
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