InFocus Podcasts

A 5-minute update on the Consumer Sector with Patrick Tryon, CIM®

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Patrick Tryon, CIM® to chat about the Consumer Sector.
 
Recorded on May 5, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 4-minute update on the Utilities Sector with Krishna Beharry, CIM®

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Krishna Beharry, CIM® to chat about the Utilities Sector.
 
Recorded on May 5, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 7-minute overview on the Income-Producing portion of IAIC portfolios with Nicholas Leach, CFA®

In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio, Nicholas Leach, CFA®, to chat about the Income-Producing portion of IAIC portfolios.
 
Recorded on April 28, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 12-minute update on the Industrial Sector with Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM

In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio Manager Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM, to chat about the Industrial Sector.
 
Recorded on April 27, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 11-minute update on the Finance Sector with Steve Cornell, CFA®, ASA, ACIA

In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio Manager Steve Cornell, CFA®, ASA, ACIA to chat about the Finance Sector. 
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 11-minute update on the Investment Outlook with Joel Baker, CIM, MBA

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM, MBA to chat about the Investment Outlook.
 
Recorded on May 4, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

When Purchasing Additional Life Insurance is NOT Recommended

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in the recommendation that purchasing additional life insurance was NOT appropriate for this client's situation.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC) Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward looking statements including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Life Insurance Agency Inc. (IALIA). The information, opinions and recommendations presented in this Podcast are for general information only. It should not be considered as professional advice or a recommendation. Before acting on any information you should consider the appropriateness of the information and speak with one of our agents. 
IALIA is subsidiary of Independent Accountants’ Financial Group Inc. (IAFG).

Educational Series: A 3-Minute Deep Dive on Timing Market Transactions

In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains how IAIC times market transactions.
Using a valuation-based approach aids in determining the timing of certain market transactions.  Candis discusses the differences between market timing and timing market transactions as well as the strategies utilized.  These strategies, coupled with a client’s comfort level, are part of creating a plan that informs the market timing of transactions.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

When Insurance Doesn’t Make Sense - A Real Life Example

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in insurance being unsuitable for the client's situation.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC) Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward looking statements including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Life Insurance Agency Inc. (IALIA). The information, opinions and recommendations presented in this Podcast are for general information only. It should not be considered as professional advice or a recommendation. Before acting on any information you should consider the appropriateness of the information and speak with one of our agents. 
IALIA is subsidiary of Independent Accountants’ Financial Group Inc. (IAFG).

A 6-minute update on the Silicon Valley Bank Failure - What exactly happened?

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM®, MBA to discuss the Silicon Valley Bank failure, what happened, and how if affects our portfolios.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.