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Вміст надано Kevin Simpson. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kevin Simpson або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Clint Sorenson on CoveredCalls with Kevin Simpson

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Manage episode 332495413 series 3291178
Вміст надано Kevin Simpson. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kevin Simpson або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.
Learn more about WealthShield:
Website: https://www.wealthshield.co/
LinkedIn: https://www.linkedin.com/company/wealthshield-llc/
Connect with Clint on social:
LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
Twitter: https://twitter.com/clint_sorenson
About Clint Sorenson:
Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1.
Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.
Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.
Follow Kevin Simpson & Capital Wealth:
--Twitter: https://twitter.com/CoveredCalls​​​
--LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
--LinkedIn: https://www.linkedin.com/company/capital-wealth-planning/
Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/

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29 епізодів

Artwork
iconПоширити
 
Manage episode 332495413 series 3291178
Вміст надано Kevin Simpson. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kevin Simpson або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.
Learn more about WealthShield:
Website: https://www.wealthshield.co/
LinkedIn: https://www.linkedin.com/company/wealthshield-llc/
Connect with Clint on social:
LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
Twitter: https://twitter.com/clint_sorenson
About Clint Sorenson:
Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1.
Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.
Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.
Follow Kevin Simpson & Capital Wealth:
--Twitter: https://twitter.com/CoveredCalls​​​
--LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
--LinkedIn: https://www.linkedin.com/company/capital-wealth-planning/
Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/

  continue reading

29 епізодів

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