Your Research Guide with Leeann Schultz and Jim Butler

Episode: Your Research Guide with Leeann Schultz and Jim Butler

We often talk a lot about doing your own research when it comes to investing and finances. But, that is often easier said than done. I get a lot of questions from people asking where there should start when it comes to doing research for investments, planning, estate, and many other planning aspects. In this episode, we invited Jim Butler, Partner and Director with Marcum Wealth, and Leeann Schultz, Chief Compliance Office for Marcum Wealth, to discuss research and where to begin.

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About Operation: Veteran Finance

Operation: Veteran Finance is an education-based podcast to help you accomplish your money mission. OVF is hosted by army veteran and CERTIFIED FINANCIAL PLANNER™ professional Garrett N. Sorensen. For questions or if you would like to be a guest on the show, be sure to click the contact tab at the top of the page. Thanks for listening!

About Marcum Wealth

Marcum Wealth is a one-stop financial planning and investment advisor providing multidisciplined resources, a customized roadmap and time-tested processes to empower clients to achieve their life-long and legacy goals. Affiliated with the Marcum Group, the firm collaborates with experts in complementary disciplines to support clients in crossing their financial finish lines.

Important Disclosure Information

Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener’s individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) or his or her choosing regarding their specific legal, tax, or financial situation.