James discusses the current market news and dives deep into short interest- A very powerful tool to see if all the hate for a company is the real deal or just word salad from someone on CNBC. Also, James discusses how desigining a portfolio is a lot like being the captian on the playground having to pick teams- Sometimes it is the short chubby guy who is the best player, but you just can't tell until you see him in action. Similarly, it is the boring company that earns you the most return. You won't know until the game begins.

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Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover a taboo but important topic: why and how should churches (and other 501(c)(3) organizations) invest their wealth to multiply the giving of their members. We talk about how church investments are different from other entities, and the effect a growth mindset can have on church finances!

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James goes into market news for the week and discusses his ideal allocation for individual equities in a portfolio. At the end of the episode James deep dives into direct quotes from some of history's best investors- Ray Dalio, Warren Buffett, Peter Lynch, and Tom Lee.

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠Contact - West & Walters⁠

Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠Schedule A Call - West & Walters

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover one of our more complex topics we've discussed: tax-loss harvesting through Separately Managed Accounts (SMAs). Let's dive into one of the tools of the ultra high net worth individual, where investments are separately managed in a brokerage account designed to capture losses to offset other income, without increasing risk exposure or sacrificing diversification.

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James dives deep into market news, reading a companies quarterly earnings report, and why one puzzle piece doesn't mean the whole picture is ruined.

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Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you the mistakes I already know you're making in your 401k plan and explain why they're costing you hundreds of thousands of dollars in retirement! Let's discuss fees, investment options, and long-term planning goals to help you make the most of your 401k plan.

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In this episode of 15 Minutes of Finance, James breaks down the latest market news, shares insights on why Palantir (PLTR) remains one of his favorite companies, and dives into the world of valuation ratios. He explains how different analysts often interpret financial metrics like P/E, PEG, and EV/EBITDA in varied ways—and why these estimates are almost never spot on, often missing the mark by several percentage points. If you've ever wondered why stock analysis feels more like art than science, this episode is for you.

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Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you exactly how I would confidently make a million dollars in just 30 years. I can all but guarantee you it is easier, and more doable, than you realize. Let's talk about some practical steps, investment principals, and investment options you can look at on your path to becoming a millionaire!

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & Walters

Want to talk to a professional investment advisor? Schedule a free meeting here: Schedule A Call - West & Walters