UPTHINKING FINANCE

Steve Knight has been in the aviation industry for 50 years. He holds an airline transport pilot certificate, a commercial pilot certificate, a flight engineer certificate, and a certified flight instructor certificate. He’s flown more than 22,000 hours on seven types of aircraft, all over the world. He’s been Chief Pilot, Director of Operations, Fleet Captain, and Standards Captain. He spent 39 years at United Airlines, flying the Boeing 777 and 747, before retiring...

Today’s guest, Rich Solomon, is an attorney, author, and public speaker that runs a local radio station in New York. In this episode of Upthinking Finance™, we build on last week’s episode with Sunil Dovedy and cover the practical aspects of starting a business. What are the common roadblocks? Why do partnerships seemingly always fail? How do you keep viable businesses alive? Rich shares how his “reality check” conversations with aspiring entrepreneurs help them build stronger businesses...

Starting a business is both challenging and exciting. I cannot deny the hand of God in my work at Capital Investment Advisors. I’m surrounded by some of the best people I could collaborate with daily.

But a lot can go wrong when you run your own business. A lot can go wrong when you take an idea and create something that generates revenue and makes a difference in people’s lives. You can get to a point where everything is exactly how you want it—but you have to work to keep it there...

One of the challenges financial planners face is figuring out how to determine an individual's risk tolerance and explain it to them. The challenge is helping clients understand what a downside looks like and feels like. It’s hard to prepare people for the ups and downs of the market. 

In 2011, software was developed to more effectively communicate the declines in the market. That software is better known as Riskalyze...

Today’s guest built a successful career and preserved her personal integrity working in a high-pressure industry where most people succumb to the demands of political correctness and upward mobility at all costs. Today’s guest is my wife, Darci Fersch.

Darci has a B.S. (Bachelor of Science) in Administration of Justice and a Master’s Degree in Consciousness Studies...

The political and socio-economical world is changing rapidly. What’s happening isn’t just a part of the normal cycle. So how do we adapt in these changing times? In this episode of UpThinking Finance™, Rodrigo Gordillo shares why low inflation isn’t normal, talks about the Fed’s over-reliance on fiscal spending, and his company’s concept of return stacking (and how it works). 

Rodrigo Gordillo is the Co-Founder, Managing Partner, and Portfolio Manager of ReSolve Asset Management...

Kandee Anderson has worked for Marriott since December of 1988—34 years. How many people can say that? Her accomplishments are broad and deep. She started as a Sales Manager at a Residence Inn in Southern California. She worked her way up to a GM position at that property before moving into marketing and sales as a Regional Sales Director. 

Eventually, Kandee became the General Manager for several properties in Southern California...

Oil is a global commodity. When President Nixon took the United States off the Gold Standard, it created difficulty with global commodities. At that time, the major oil producers around the world agreed that oil would be priced in dollars globally (which led to the term “Petro-dollar”). When you link something to a currency, it can be inflationary or deflationary. 

We prefer the dollar to be strong, which makes the stuff we buy more affordable...

Over 20% of Exxon Mobil stock is owned by Vanguard, BlackRock, and State Street. That means they have 20% of the voting rights. Starbucks is largely held by Vanguard, BlackRock, and State Street. Why is this important? These companies are some of the largest advocates for the World Economic Forum (WEF) which forces compliance with the objectives and philosophy of Environmental, Social, and Corporate Governance (ESG)...

Pastor Rodney Nichols learned at a young age that he was musically talented and was asked to direct the Pastor’s choir. But he knew God had a greater plan for him. In June of 2000, he accepted his calling to be a preacher. He became the Pastor of True Faith Holiness Church for four years. 

After he met his wife in 2008 and graduated from Bible College, they planted the Garden of Praise Christian Fellowship, where they serve today...