Tag: investing


  • Iron Capital Perspectives
  • October 2, 2024
  • AssuredPartners Investment Advisors, LLC

Episode 15: DIY Investing – The #1 Lesson

Spoiler alert: The number-one lesson in investing is that there are only two ways to invest. Let’s explore. This episode is Part 5 in our DIY Investing series, breaking down the steps one must take to get started with investing.


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  • Iron Capital Perspectives
  • September 19, 2024
  • Chuck Osborne

This is Taxing

I might be in the minority here, but this presidential election season seems more taxing than most. I really wish there was an interesting, or even realistic, tax proposal I could dissect for you all, but nope. All we are getting is “red meat” for the bases.  The Harris proposal includes raising corporate taxes. This…


  • Iron Capital Perspectives
  • August 30, 2024
  • Iron Capital Advisors

Episode 14: DIY Investing – Next Step: 401(k)

So you’re ready to begin investing. Where to start? Chuck and Michael discuss the importance of prioritizing your retirement plan at work, and beyond that, why flexibility is key. This Part 4 in our DIY Investing series, breaking down the steps one must take to get started with investing.


  • Iron Capital Perspectives
  • May 31, 2024
  • Iron Capital Advisors

Episode 11 – DIY Investing: Budgeting

Welcome to our new series on DIY Investing. How do you get started with investing? First: Do you know where your money is going? Step one is living within your means so you actually have money to invest, and that means budgeting, which is easier said than done. Let’s explore.


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  • Iron Capital Perspectives
  • August 15, 2022
  • Chuck Osborne

Who’s the Boss?

The primary value, in my opinion, is independence. It boils down to one question: Who is the boss – is it the client, or someone else?