Stansberry Asset Management info@stansberryam.com https://video.stansberryam.com en-us Visualplatform http://blogs.law.harvard.edu/tech/rss Stansberry Asset Management episodic no https://video.stansberryam.com/files/rv2.1817/sitelogo.gif https://video.stansberryam.com http://video.stansberryam.com/making-sense-of-your-equity-1 <p><h1>A Closer Look at Equity Compensation and Financial Planning</h1><h2>Understanding stock-based compensation and key planning considerations</h2><p> <br>In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.</p><p>&nbsp;</p><p>We cover:&nbsp;</p><ul><li><p>Common types of employee equity compensation and how they are typically structured</p></li><li><p>Key features employees should understand when reviewing their equity benefits</p></li><li><p>How equity compensation may fit into a broader financial picture</p></li></ul><p>&nbsp;</p></p><p><a href="http://video.stansberryam.com/making-sense-of-your-equity-1"><img src="http://video.stansberryam.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/standard/download-224-thumbnail.jpg" width="600" height="338"/></a></p> http://video.stansberryam.com/photo/126340808 Wed, 22 Apr 2026 16:36:46 GMT Making Sense of Your Equity Compensation: Financial Planning Considerations A Closer Look at Equity Compensation and Financial PlanningUnderstanding stock-based compensation and key planning considerations In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.We cover:Common types of employee equity compensation and how they are typically structuredKey features employees should understand when reviewing their equity benefitsHow equity compensation may fit into a broader financial picture A Closer Look at Equity Compensation and Financial PlanningUnderstanding stock-based compensation and key planning considerations In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation... Stansberry Asset Management 31:59 <p><h1>A Closer Look at Equity Compensation and Financial Planning</h1><h2>Understanding stock-based compensation and key planning considerations</h2><p> <br>In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.</p><p>&nbsp;</p><p>We cover:&nbsp;</p><ul><li><p>Common types of employee equity compensation and how they are typically structured</p></li><li><p>Key features employees should understand when reviewing their equity benefits</p></li><li><p>How equity compensation may fit into a broader financial picture</p></li></ul><p>&nbsp;</p></p><p><a href="http://video.stansberryam.com/making-sense-of-your-equity-1"><img src="http://video.stansberryam.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/standard/download-224-thumbnail.jpg" width="600" height="338"/></a></p> http://video.stansberryam.com/which-matters-most-to-your-wealth-1 <p><h1>What Actually Drives Long-Term Wealth?</h1><h2>A discussion on investing and financial planning decisions.</h2><p> <br>What&nbsp;matters&nbsp;more&nbsp;for&nbsp;long-term&nbsp;wealth - your investments or your financial plan? </p><p>In this on-demand webianr, Chief Investment Officer Austin Root and Senior&nbsp;Wealth&nbsp;Manager&nbsp;Kimberley&nbsp;Threadgill&nbsp;break&nbsp;down&nbsp;how&nbsp;investment decisions&nbsp;and&nbsp;financial&nbsp;planning&nbsp;work&nbsp;together,&nbsp;and&nbsp;why&nbsp;focusing&nbsp;on&nbsp;one&nbsp;without&nbsp;the&nbsp;other&nbsp;can&nbsp;lead&nbsp;to&nbsp;gaps&nbsp;over&nbsp;time.</p><p></p><p>Many&nbsp;investors&nbsp;spend&nbsp;years&nbsp;trying&nbsp;to&nbsp;pick&nbsp;the&nbsp;right&nbsp;stocks,&nbsp;funds,&nbsp;or&nbsp;managers.&nbsp;Others&nbsp;prioritize&nbsp;building&nbsp;a&nbsp;detailed&nbsp;financial&nbsp;plan.&nbsp;This&nbsp;discussion&nbsp;explores&nbsp;how&nbsp;both&nbsp;elements&nbsp;contribute&nbsp;to&nbsp;long-term&nbsp;outcomes,&nbsp;especially&nbsp;during&nbsp;periods&nbsp;of&nbsp;market&nbsp;uncertainty&nbsp;and&nbsp;change.</p><p></p><p><strong>In&nbsp;this&nbsp;webinar,&nbsp;you’ll&nbsp;learn:</strong></p><ul><li><p>The&nbsp;difference&nbsp;between&nbsp;investing&nbsp;and&nbsp;financial&nbsp;planning,&nbsp;and&nbsp;why&nbsp;both&nbsp;matter</p></li><li><p>What&nbsp;actually&nbsp;drives&nbsp;long-term&nbsp;portfolio&nbsp;outcomes</p></li><li><p>Where&nbsp;investors&nbsp;often&nbsp;focus&nbsp;too&nbsp;heavily&nbsp;(and&nbsp;what&nbsp;may&nbsp;be&nbsp;overlooked)</p></li><li><p>How&nbsp;to&nbsp;align&nbsp;your&nbsp;investment&nbsp;strategy&nbsp;with&nbsp;your&nbsp;long-term&nbsp;financial&nbsp;goals</p></li><li><p>Why&nbsp;coordination&nbsp;between&nbsp;portfolio&nbsp;construction&nbsp;and&nbsp;financial&nbsp;planning&nbsp;is&nbsp;important&nbsp;over&nbsp;time</p></li></ul><p></p><p>Whether&nbsp;you’re&nbsp;planning&nbsp;for&nbsp;retirement,&nbsp;evaluating&nbsp;your&nbsp;current&nbsp;portfolio,&nbsp;or&nbsp;looking&nbsp;to&nbsp;take&nbsp;a&nbsp;more&nbsp;structured&nbsp;approach&nbsp;to&nbsp;wealth&nbsp;management,&nbsp;this&nbsp;session&nbsp;provides&nbsp;a&nbsp;clear&nbsp;framework&nbsp;to&nbsp;think&nbsp;through&nbsp;your&nbsp;strategy.</p></p><p><a href="http://video.stansberryam.com/which-matters-most-to-your-wealth-1"><img src="http://video.stansberryam.com/64968560/124955823/b12cb6445a01b320707794934488e74e/standard/download-117-thumbnail.jpg" width="75" height=""/></a></p> http://video.stansberryam.com/photo/124955823 Thu, 26 Mar 2026 15:00:41 GMT Which Matters Most to Your Wealth: The Stocks You Own or Your Financial Plan? What Actually Drives Long-Term Wealth?A discussion on investing and financial planning decisions. Whatmattersmoreforlong-termwealth - your investments or your financial plan? In this on-demand webianr, Chief Investment Officer Austin Root and SeniorWealthManagerKimberleyThreadgillbreakdownhowinvestment decisionsandfinancialplanningworktogether,andwhyfocusingononewithouttheothercanleadtogapsovertime.Manyinvestorsspendyearstryingtopicktherightstocks,funds,ormanagers.Othersprioritizebuildingadetailedfinancialplan.Thisdiscussionexploreshowbothelementscontributetolong-termoutcomes,especiallyduringperiodsofmarketuncertaintyandchange.Inthiswebinar,you’lllearn:Thedifferencebetweeninvestingandfinancialplanning,andwhybothmatterWhatactuallydriveslong-termportfoliooutcomesWhereinvestorsoftenfocustooheavily(andwhatmaybeoverlooked)Howtoalignyourinvestmentstrategywithyourlong-termfinancialgoalsWhycoordinationbetweenportfolioconstructionandfinancialplanningisimportantovertimeWhetheryou’replanningforretirement,evaluatingyourcurrentportfolio,orlookingtotakeamorestructuredapproachtowealthmanagement,thissessionprovidesaclearframeworktothinkthroughyourstrategy. What Actually Drives Long-Term Wealth?A discussion on investing and financial planning decisions. Whatmattersmoreforlong-termwealth - your investments or your financial plan? In this on-demand webianr, Chief Investment Officer Austin Root and... Stansberry Asset Management 01:14:51 <p><h1>What Actually Drives Long-Term Wealth?</h1><h2>A discussion on investing and financial planning decisions.</h2><p> <br>What&nbsp;matters&nbsp;more&nbsp;for&nbsp;long-term&nbsp;wealth - your investments or your financial plan? </p><p>In this on-demand webianr, Chief Investment Officer Austin Root and Senior&nbsp;Wealth&nbsp;Manager&nbsp;Kimberley&nbsp;Threadgill&nbsp;break&nbsp;down&nbsp;how&nbsp;investment decisions&nbsp;and&nbsp;financial&nbsp;planning&nbsp;work&nbsp;together,&nbsp;and&nbsp;why&nbsp;focusing&nbsp;on&nbsp;one&nbsp;without&nbsp;the&nbsp;other&nbsp;can&nbsp;lead&nbsp;to&nbsp;gaps&nbsp;over&nbsp;time.</p><p></p><p>Many&nbsp;investors&nbsp;spend&nbsp;years&nbsp;trying&nbsp;to&nbsp;pick&nbsp;the&nbsp;right&nbsp;stocks,&nbsp;funds,&nbsp;or&nbsp;managers.&nbsp;Others&nbsp;prioritize&nbsp;building&nbsp;a&nbsp;detailed&nbsp;financial&nbsp;plan.&nbsp;This&nbsp;discussion&nbsp;explores&nbsp;how&nbsp;both&nbsp;elements&nbsp;contribute&nbsp;to&nbsp;long-term&nbsp;outcomes,&nbsp;especially&nbsp;during&nbsp;periods&nbsp;of&nbsp;market&nbsp;uncertainty&nbsp;and&nbsp;change.</p><p></p><p><strong>In&nbsp;this&nbsp;webinar,&nbsp;you’ll&nbsp;learn:</strong></p><ul><li><p>The&nbsp;difference&nbsp;between&nbsp;investing&nbsp;and&nbsp;financial&nbsp;planning,&nbsp;and&nbsp;why&nbsp;both&nbsp;matter</p></li><li><p>What&nbsp;actually&nbsp;drives&nbsp;long-term&nbsp;portfolio&nbsp;outcomes</p></li><li><p>Where&nbsp;investors&nbsp;often&nbsp;focus&nbsp;too&nbsp;heavily&nbsp;(and&nbsp;what&nbsp;may&nbsp;be&nbsp;overlooked)</p></li><li><p>How&nbsp;to&nbsp;align&nbsp;your&nbsp;investment&nbsp;strategy&nbsp;with&nbsp;your&nbsp;long-term&nbsp;financial&nbsp;goals</p></li><li><p>Why&nbsp;coordination&nbsp;between&nbsp;portfolio&nbsp;construction&nbsp;and&nbsp;financial&nbsp;planning&nbsp;is&nbsp;important&nbsp;over&nbsp;time</p></li></ul><p></p><p>Whether&nbsp;you’re&nbsp;planning&nbsp;for&nbsp;retirement,&nbsp;evaluating&nbsp;your&nbsp;current&nbsp;portfolio,&nbsp;or&nbsp;looking&nbsp;to&nbsp;take&nbsp;a&nbsp;more&nbsp;structured&nbsp;approach&nbsp;to&nbsp;wealth&nbsp;management,&nbsp;this&nbsp;session&nbsp;provides&nbsp;a&nbsp;clear&nbsp;framework&nbsp;to&nbsp;think&nbsp;through&nbsp;your&nbsp;strategy.</p></p><p><a href="http://video.stansberryam.com/which-matters-most-to-your-wealth-1"><img src="http://video.stansberryam.com/64968560/124955823/b12cb6445a01b320707794934488e74e/standard/download-117-thumbnail.jpg" width="75" height=""/></a></p> http://video.stansberryam.com/quantitative-edge-tactical-select-1 <p><h1>Tactical Select: A Disciplined Investment Approach Using Quantitative Analysis&nbsp;</h1><h2>Join Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research across changing market conditions.&nbsp;</h2><p><br>📆Date: Tuesday, February 17th<br>⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific <br><br>As markets evolve, long-term outcomes depend not just on staying invested, but on how risk is managed along the way.&nbsp;&nbsp;</p> <p style="text-align: left;">In this webinar, the Stansberry Asset Management investment team will walk through the disciplined approach behind Tactical Select and how it may fit into a diversified portfolio.&nbsp;&nbsp;</p> <p style="text-align: left;">What we’ll cover:&nbsp;</p> <ul><li><p style="text-align: left;">How quantitative analytics help manage risk and adjust exposure as conditions change&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">The role of fundamental research in identifying opportunities&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">Why discipline and process matter most when markets become volatile&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">How this combined approach is designed to pursue alpha while managing downside risk&nbsp;</p> </li></ul><p>&nbsp;</p> </p><p><a href="http://video.stansberryam.com/quantitative-edge-tactical-select-1"><img src="http://video.stansberryam.com/64968558/123699669/0040becc6d8e43e8fd6763840ef0364b/standard/download-39-thumbnail.jpg" width="75" height=""/></a></p> http://video.stansberryam.com/photo/123699669 Wed, 18 Feb 2026 10:35:47 GMT Quantitative Edge: Tactical Select and the Results of a Disciplined Process Tactical Select: A Disciplined Investment Approach Using Quantitative AnalysisJoin Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research across changing market conditions.📆Date: Tuesday, February 17th⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific As markets evolve, long-term outcomes depend not just on staying invested, but on how risk is managed along the way. In this webinar, the Stansberry Asset Management investment team will walk through the disciplined approach behind Tactical Select and how it may fit into a diversified portfolio. What we’ll cover: How quantitative analytics help manage risk and adjust exposure as conditions change The role of fundamental research in identifying opportunities Why discipline and process matter most when markets become volatile How this combined approach is designed to pursue alpha while managing downside risk Tactical Select: A Disciplined Investment Approach Using Quantitative AnalysisJoin Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research... Stansberry Asset Management 01:05:19 <p><h1>Tactical Select: A Disciplined Investment Approach Using Quantitative Analysis&nbsp;</h1><h2>Join Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research across changing market conditions.&nbsp;</h2><p><br>📆Date: Tuesday, February 17th<br>⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific <br><br>As markets evolve, long-term outcomes depend not just on staying invested, but on how risk is managed along the way.&nbsp;&nbsp;</p> <p style="text-align: left;">In this webinar, the Stansberry Asset Management investment team will walk through the disciplined approach behind Tactical Select and how it may fit into a diversified portfolio.&nbsp;&nbsp;</p> <p style="text-align: left;">What we’ll cover:&nbsp;</p> <ul><li><p style="text-align: left;">How quantitative analytics help manage risk and adjust exposure as conditions change&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">The role of fundamental research in identifying opportunities&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">Why discipline and process matter most when markets become volatile&nbsp;</p> </li></ul><ul><li><p style="text-align: left;">How this combined approach is designed to pursue alpha while managing downside risk&nbsp;</p> </li></ul><p>&nbsp;</p> </p><p><a href="http://video.stansberryam.com/quantitative-edge-tactical-select-1"><img src="http://video.stansberryam.com/64968558/123699669/0040becc6d8e43e8fd6763840ef0364b/standard/download-39-thumbnail.jpg" width="75" height=""/></a></p> http://video.stansberryam.com/the-six-keys-to-growing-and-1 <p><h1>The Six Keys to Growing and Protecting Your Wealth in 2026&nbsp;</h1><h2>SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know</h2><p><br>📆Date: Tuesday, January 13th<br>⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific <br><br>The start of a new year brings fresh market dynamics and evolving expectations. As we move through 2026, we're already seeing shifts that are influencing how we think about risk, opportunity, and portfolio positioning for the months ahead. Join us for our upcoming investor webinar hosted by CIO Austin Root, and Deputy CIOs Mario Valente, CFA, and Michael Joseph, CFA.&nbsp;&nbsp;</p><p style="text-align: left;">We’ll cover:&nbsp;&nbsp;</p><ul><li><p style="text-align: left;">Our outlook for 2026 and how we are positioning our portfolios for the year&nbsp;</p></li></ul><ul><li><p style="text-align: left;">How active management fits into a broader wealth strategy when conditions are shifting.&nbsp;</p></li></ul><ul><li><p style="text-align: left;">Six insights investors should consider for navigating markets, including some factors that aren’t getting enough attention&nbsp;</p></li></ul><p style="text-align: left;">Join us to hear how we're thinking about the year ahead and the actions we're taking to help grow and protect our clients’ wealth in 2026!&nbsp;&nbsp;</p></p><p><a href="http://video.stansberryam.com/the-six-keys-to-growing-and-1"><img src="http://video.stansberryam.com/64968579/122288991/dbd03b8f12b75f54501c10b03f1f1514/standard/download-100-thumbnail.jpg" width="75" height=""/></a></p> http://video.stansberryam.com/photo/122288991 Fri, 16 Jan 2026 10:57:29 GMT The Six Keys to Growing and Protecting Your Wealth in 2026 The Six Keys to Growing and Protecting Your Wealth in 2026SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know📆Date: Tuesday, January 13th⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific The start of a new year brings fresh market dynamics and evolving expectations. As we move through 2026, we're already seeing shifts that are influencing how we think about risk, opportunity, and portfolio positioning for the months ahead. Join us for our upcoming investor webinar hosted by CIO Austin Root, and Deputy CIOs Mario Valente, CFA, and Michael Joseph, CFA.We’ll cover:Our outlook for 2026 and how we are positioning our portfolios for the yearHow active management fits into a broader wealth strategy when conditions are shifting.Six insights investors should consider for navigating markets, including some factors that aren’t getting enough attentionJoin us to hear how we're thinking about the year ahead and the actions we're taking to help grow and protect our clients’ wealth in 2026! The Six Keys to Growing and Protecting Your Wealth in 2026SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know📆Date: Tuesday, January 13th⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific The start of a... Stansberry Asset Management 01:31:42 <p><h1>The Six Keys to Growing and Protecting Your Wealth in 2026&nbsp;</h1><h2>SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know</h2><p><br>📆Date: Tuesday, January 13th<br>⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific <br><br>The start of a new year brings fresh market dynamics and evolving expectations. As we move through 2026, we're already seeing shifts that are influencing how we think about risk, opportunity, and portfolio positioning for the months ahead. Join us for our upcoming investor webinar hosted by CIO Austin Root, and Deputy CIOs Mario Valente, CFA, and Michael Joseph, CFA.&nbsp;&nbsp;</p><p style="text-align: left;">We’ll cover:&nbsp;&nbsp;</p><ul><li><p style="text-align: left;">Our outlook for 2026 and how we are positioning our portfolios for the year&nbsp;</p></li></ul><ul><li><p style="text-align: left;">How active management fits into a broader wealth strategy when conditions are shifting.&nbsp;</p></li></ul><ul><li><p style="text-align: left;">Six insights investors should consider for navigating markets, including some factors that aren’t getting enough attention&nbsp;</p></li></ul><p style="text-align: left;">Join us to hear how we're thinking about the year ahead and the actions we're taking to help grow and protect our clients’ wealth in 2026!&nbsp;&nbsp;</p></p><p><a href="http://video.stansberryam.com/the-six-keys-to-growing-and-1"><img src="http://video.stansberryam.com/64968579/122288991/dbd03b8f12b75f54501c10b03f1f1514/standard/download-100-thumbnail.jpg" width="75" height=""/></a></p>