57. Left Brain Wealth Management with Brian Dress


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Join Mike Cavaggioni and Brian Dress on the 57th episode of the Average Joe Finances Podcast to discuss long-term investing and what to look out for when working with fiduciaries. A futures trader for nearly 15 years, Brian is an investment advisor and Director of Research at Left Brain Wealth Management. He and his team select individual stocks and bonds to outperform benchmark indexes and use compounding to build wealth in client portfolios. Nowadays, Brian takes on new clients for wealth management and other financial planning services. And so, if you need help reaching your financial goals, feel free to contact him after the episode. In the meantime, make sure to tune in and enjoy the show!

In this episode, you’ll learn:

  • The advantages of long-term investing as opposed to its short-term counterpart
  • What “growth stocks” are and some tenets to keep in mind when investing in them
  • How to manage the risk in growth stocks by finding a trajectory towards profitability
  • The importance of educating yourself before investing and the best way to get started
  • How to differentiate a fiduciary from someone who just wants to sell you a product
  • And much more!

About Brian Dress:

Brian Dress has about 15 years of experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly on oil/gas, commodities markets, equities, and fixed income.

Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation. Nowadays, Brian resides in Chicago with his wife, Michelle, and two daughters, Juliette and Alexandra. He also enjoys spending time with family, working out, cooking, and travelling.

Find Brian Dress on:

LBWM Website: https://www.leftbrainwm.com/

LBWM Investment Research: https://leftbrainir.com/

Twitter: https://twitter.com/LeftBrainIR

Linkedin: https://www.linkedin.com/in/briandress

YouTube channel: https://www.youtube.com/channel/UC6bqGg_VfmuCH7E-s7rNUxQ
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79 episodes