Coffee & Capital Podcast by CWM  By  cover art

Coffee & Capital Podcast by CWM

By: Creative Wealth Management
  • Summary

  • Coffee & Capital Podcast by Creative Wealth Management. Highlighting everyday topics with information you don't want to miss!________________________________________________________________________________ DISCLOSURE STATEMENT: CWM Advisory, LLC is a registered investment adviser and any opinions expressed by CWM Advisory, LLC on this show are their own. All opinions expressed by participants are solely their current opinions and do not reflect the opinions of CWM Advisory, LLC, or the companies with which the participants are affiliated. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Neither the participants nor CWM Advisory, LLC guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show. Strategies or investments discussed may fluctuate in price or value.Information expressed does not consider your specific situation or financial goals and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser for their specific circumstances. Past performance is not indicative of future performance. Any statements or opinions are subject to change without notice.
    © 2023 Coffee & Capital Podcast by CWM
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Episodes
  • Coffee & Capital Episode 2: Real Estate Today
    Aug 26 2021

    In today's episode, we interview a local real estate broker Ryan Haley from Atlantic Shores Sotheby's International Realty. We learn about what is happening in the real estate market in 2021. 

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    35 mins
  • Coffee & Capital Episode 1: Bitcoin
    Aug 6 2021

    We discuss: What is bitcoin & cryptocurrency? Should it be viewed as an investment?  And much more...! Creative Wealth Management Disclosure Statement: CWM Advisory, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, investment strategies, or cryptocurrencies. Investments involve risk and, unless otherwise stated, are not guaranteed. Purchasing cryptocurrencies comes with several risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. Cryptocurrencies are not covered by either FDIC or SIPC insurance. Cryptocurrency trading requires knowledge of cryptocurrency markets. You should have appropriate knowledge and experience before engaging in substantial cryptocurrency trading. Cryptocurrency trading may not generally be appropriate, particularly with funds drawn from retirement savings, student loans, mortgages, emergency funds, or funds set aside for other purposes. The greater the volatility of a particular cryptocurrency, the greater the likelihood that problems may be encountered in executing a transaction. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The views and opinions expressed in this video are those of the authors and do not necessarily reflect the official policy or position of any agent of CWM Advisory, LLC. Examples of analysis performed within this video are only examples. They should not be utilized in real-world analytic products as they are based only on very limited and dated open-source information. Assumptions made within the analysis are not reflective of the position of CWM Advisory, LLC.

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    27 mins

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