Kathmere Capital Management

A wealth management firm dedicated to helping families and businesses with every aspect of their financial success.

Disclosures:

[Kathmere Capital Management @Kathmere]

The bigger your portfolio gets, the more complex your needs become. If you've grown your portfolio to over $2 million, your portfolio needs a unique, handcrafted plan to become your “Perfect Cocktail” portfolio. https://t.co/vt6YpIFnK5

[Kathmere Capital Management @Kathmere]

Grown your portfolio to over $2 million? Read this insightful free guide and learn about the “Perfect Cocktail” strategies used by wealthy investors to help you get to the next level. https://t.co/1Lnw0mpV8b

[Kathmere Capital Management @Kathmere]

FYI, you may be missing out on new and unique opportunities to maximize your wealth management strategy. Even worse, you may be completely unaware of easily avoidable risks that could cost big in the long-run. Check out this guide I put together: https://t.co/sD5QSh6nWq

[Kathmere Capital Management @Kathmere]

https://t.co/YjnaT649el

[Kathmere Capital Management @Kathmere]

https://t.co/YZeHpSYrAD

[Kathmere Capital Management @Kathmere]

https://t.co/l4Y2nL1FEs

[Kathmere Capital Management @Kathmere]

https://t.co/OwBb3UgvC3

[Amelia Holland @Garlandgoeswest]

How can behavioral finance help advisors become better planners? @DavidDMasterson and I spoke with @NicholasOlesen of @Kathmere, @Shaun_SPP of @spcfo, and @pbrewcfa of WealthSource to find out.

Thoughts, @danielcrosby & @brianportnoy?

https://t.co/fX1PKYxzSI

@CitywireRIA

[Kathmere Capital Management @Kathmere]

NEW PODCAST: #Crypto, Blockchain, & Bitcoin

This is the top question we've received for an episode topic. In today's episode we talk all things crypto and blockchain with the Director of Research for Digital Assets @Forbes @Steven_Ehrlich

https://t.co/xeagNQQMTe

[Kathmere Capital Management @Kathmere]

NEW PODCAST: What Is a Mega Backdoor Roth IRA and Why It's Such A Great Option

I have found this to be a unique and not well known way to save into a Roth IRA even if you are over the income limit.

https://t.co/ZUp4h5iGrC

[Kathmere Capital Management @Kathmere]

NEW PODCAST: Will Rising Rates Cause Stocks To Fall

We have received many questions from both clients and listeners on what the "drastic" rise in interest rates could mean for stocks, so we cover it here.

https://t.co/cC2B47EGdU

[Kathmere Capital Management @Kathmere]

NEW PODCAST: The GameStop Short Squeeze

Today our team talks about the latest stock to take over financial media and investors mind, GameStop ( $GME ) and this massive short squeeze.

https://t.co/nzGo4UNk0Z

[Kathmere Capital Management @Kathmere]

NEW PODCAST: The GameStop Short Squeeze

@NicholasOlesen & @NicholasRRyder talk about the latest stock to take over financial media and investors mind, GameStop ( $GME ) and this massive short squeeze.

https://t.co/nzGo4UNk0Z

[Kathmere Capital Management @Kathmere]

In today's video, Nicholas Ryder, CFA, Chief Investment Officer of Kathmere Capital, shares a quick update on the financial markets and economy.

https://t.co/crtVWsi4Rr

[Kathmere Capital Management @Kathmere]

PODCAST: How I Invest My Own Money

Listen as @NicholasOlesen and @McDermottWealth talk about how they manage their own money. They also share why we believe model portfolios are best for clients.

https://t.co/cGTW5ShlRx

[Kathmere Capital Management @Kathmere]

NEW PODCAST: What To Expect In 2021 - Biden's Policies, Stimulus Packages, & Tax Changes

@NicholasOlesen talks about:
- Cabinet selection
- Corporate tax increases
- SALT deductions to be brought back
- Additional tax coming for high income earners

https://t.co/OQMTmRq7wk

[Kathmere Capital Management @Kathmere]

NEW PODCAST
How To Determine Which Portfolio To Invest In

@NicholasOlesen answers a question we received: What process do you use to actually determine the model portfolio for your clients?

https://t.co/0FRsb9lyzl

[Kathmere Capital Management @Kathmere]

NEW PODCAST

Should You Even Own Bonds?

@NicholasOlesen and @NicholasRRyder discuss one of the top questions clients have asked. Given low rates, why own bonds?

https://t.co/fdjLWP7Gnk

[Kathmere Capital Management @Kathmere]

NEW PODCAST: How I Invest My Own Money

Listen as @NicholasOlesen and Michael McDermott @McDermottWealth talk about how they manage their own money. They also share why we believe model portfolios are best for clients.

https://t.co/nmZ0m7ZM1M

[Kathmere Capital Management @Kathmere]

NEW PODCAST: How To Best Use Your Employee Stock Plans and Equity Compensation

Today we wrap up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan.

https://t.co/Ouwrwj9lG6