Markets move before the headlines do. If you wait for confirmation, the move is already over.

In episode two of Wealth Transparency, I am joined by Andrew Tang of Turner Financial Group, Michelle Connell of Portia Asset Management, and Lex Nikpour of Ethos Financial Group to confront the gap between what investors are told and what institutional money is doing.

We unpack hedge fund rotation away from crowded large-cap trades, violent reversals in gold, silver, and Bitcoin, and the fear driving reactions to AI-driven disruption. These are not abstract trends. They are active decisions reshaping portfolios right now.

This episode focuses on how professional investors are adjusting risk, reallocating capital, and responding to changing market conditions in real time.

If markets move first and headlines follow, this is where you see the move while there is still time to act. Watch episode two of Wealth Transparency now.



Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. The guests appearing on videos do not receive compensation or provide endorsements or testimonials.
Securities are offered through Innovation Partners, LLC (member FINRA/SIPC). Ed Butowsky is a Registered Representative with Innovation Partners LLC. Ed Butowsky is licensed to business in: CA, FL, LA, TN, TX.
Innovation Partners LLC and Chapwood Investments are not affiliated.

Send a text

Support the show

Markets are sending mixed signals, and last week left many investors confused.

In the first episode of the Wealth Transparency podcast, I sat down with Michelle Connell, Lex Nikpour, Bill Lane, and Andrew Tang to break down last week’s market developments.

We cover GDP data, interest rates, treasuries, gold, AI, and opportunities in small and mid-cap stocks.

This is how advisors are thinking about portfolio positioning when volatility refuses to go away.

➡️ About Chapwood Investments ⬅️

Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs.

Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes.

Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.

Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/

➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️

If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com.

➡️ Looking for more information? ⬅️

Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information.

Listen to our brand new podcast wherever you listen to yours. You can find us by searching “Wealth Transparency with Ed Butowsky”.

Check out Ed's personal websites! Visit https://edbutowsky.com/ https://edbutowsky.video/

➡️ Want to Connect? ⬅️

Facebook – https://www.facebook.com/chapwoodinvestments/
Instagram - https://www.instagram.com/chapwood_in...
Twitter – https://twitter.com/EdButowsky/
LinkedIn - www.linkedin.com/in/edbutowsky
Substack- https://substack.com/@edbutowsky341348
Truth - https://truthsocial.com/@edbutowsky


Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.

Send us a text

Support the show

test

https://www.youtube.com/@MakingSensewithEdButowsky

Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results.

Send us a text

Support the show

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.

The CHIP Score helps answer questions such as:

• How is my portfolio performing in relation to my financial needs?
• Am I keeping up with increases in my cost of living?
• Is my portfolio properly diversified for my goals?
• How much risk am I taking?

To learn more about the CHIP Score and how to find your own, visit www.chapwoodinvestments.com or the "Making Sense with Ed Butowsky" YouTube page.

Send us a text

Support the show

Investing during a bull market can make it seem like the stock market is easy, but we know investors still have questions.

A bull market occurs when the market rises around 20% from recent lows. In this episode, Ed and Jordan will cover the key topics:

• What is a bull market?
• What is a bear market?
• What should investors do during a bull market?
• Recent examples of bull markets compared to bear markets

Be sure to subscribe and check out the rest of our podcast library!

Remember: ALL content is purely educational in nature and should not be taken as a recommendation. You should consult with your legal, financial, or tax advisor as needed.

Send us a text

Support the show

This week, Ed Butowsky and Jordan McFarland discuss the important topic of investment correlation and how it impacts your portfolio and investment returns.

In this episode, they cover:

• What is investment correlation?
• Why should the average person care, and how can they determine their own investment correlation?
• The benefits of having low correlation in a portfolio
• How different sectors correlate with each other

Send us a text

Support the show

In this episode, Ed Butowsky and Jordan McFarland discuss two of the most ambiguous terms in the financial world: risk and diversification.

They emphasize that vague planning leads to unclear outcomes, undermining the purpose of proper financial planning.

Key topics covered include:

• Risk Tolerance
• Proper Diversification
• Correlation in Your Portfolio
• Specific Examples

Be sure to turn your question in today to have it featured on a future podcast show. To learn more about Chapwood, visit www.chapwoodinvestments.com.

Send us a text

Support the show

In this episode of the Making Sense Podcast, Ed Butowsky and Jordan McFarland discuss the issue of over concentration in the investment world.

From professional athletes to high-earning entrepreneurs, many investors have portfolios that are too heavily concentrated, leading to excessive risk.

Ed and Jordan discuss the following topics:

• Overconcentration versus diversification
• Professional athletes and overconcentration
• Everyday investors and overconcentration
• Real Estate
• Private Equity
• Venture Capital

Join us for our 20th episode as we explore this important topic!

Send us a text

Support the show