Having cash in your bank account is a dry powder position that is going to help you in the succeeding years and your financial advisors should’ve told you that. Today’s guest, Frederick Hubler, limitlessly shares with us his company’s wealth strategies that are proven to be true and effective because he used them himself to upscale his business big time!
He also talks about how he’s been doing clips on CNBC and Yahoo Finance and gave us an overview of the world of mainstream wealth management. Tune with us now and also find out why private equities and syndication are Fred’s definition of true wealth in investing. Don’t miss all these and his several tips about future asset categories and investments you should look into!
Key Points from This Episode:
- Fred's personal background and where he's positioned right now in terms of business.
- How Fred got started in being a financial advisor.
- Fred talks about the past, present, and future of the economy we have right now.
- Fred shares his take on the continuous increase of the inflation rate and where it is going.
- The strategy of Yale and Harvard that Fred found out and how it's changed his mindset too.
- Fred's thesis when it comes to buying stocks.
- Why do buying private equity and syndication allow you to create "real wealth"?
- Which alternative investments and asset categories are people buying and finding these days?
- The tax advantages of oil and gas investing.
Tweetables:
“I cheated and I looked at the annual reports of Harvard and Yale and large institutions to see what they were doing with money since they had very smart people on their team. Turned out 80% of their money is not in the stock market. And that got me down the path of specializing in alternative investments that are not the same as stocks and bonds.” – Frederick Hubler
“Value is two parts, there's obviously capital and time to do it. And then there's a need for what you're doing. There's a lot of people that spend a lot of money making something that nobody wants, there's no value generated there.” – Frederick Hubler
Links Mentioned
Creative Capital Wealth Management Group
About Frederick Hubler
Frederick is an accomplished entrepreneur with more than 25 years of experience in both the financial services and technology fields. In 2003 Frederick founded Creative Capital Wealth Management Group and has grown the firm to over 25 states. Creative Capital Wealth Management Group features a trademarked retainer-based wealth management program and also provides access to accredited investments. He is also President of Retainer Based Academy LLC, a coaching and intellectual property firm for financial advisors.
Frederick can be seen giving his outlook on the economy and stock market both locally and nationally. Frederick has been featured in The Wall Street Journal, US News and World Report, TD Ameritrade, and countless podcasts, traditional, and digital mediums.
Frederick is an innovative leader with a keen eye for unique solutions and vast knowledge of alternative wealth-creation strategies. Frederick believes in giving back and has been President of the Phoenixville Regional Chamber of Commerce, Rotary, Kiwanis and Phoenixville Area Community Services. He has also been on the board of the LGBT Equality Alliance, the Phoenixville Senior Center, Cornerstone for Hope. He was an advisory board member for the West Chester University School of Business and The Andy Talley Bone Marrow Foundation.
Frederick is married to Elizabeth and has 11-year-old twins, James and Abigail. His hobbies include technology, cigars, Eagles football, and cars (mostly Tesla).