Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation

The Active Advisor

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full-service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting clients' financial and emotional needs. Frank also has real-world tips for up-and-coming investment professionals.

Join them as they:

• Discuss ways to stay on top of the financial markets
• Share ideas on using social media to build your brand and scale an investment business
• Look at the rising popularity of Exchange Traded Funds (ETFs)
• Discuss the relevance of active management in the current environment
• Share real-world tips for up-and-coming investment professionals
  

Frank Toth is the Principal and COO at Capital Conclusions Corporation, with over 20 years of experience in financial markets. He strives to keep the firm's clients at the forefront of this dynamically changing global financial marketplace. Frank’s macro attention to consumer behavior, economic trends, investor emotions, and technical analysis are critical drivers of the firm's success.

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Guest Details:

• Frank Toth on Linkedin
• Frank Toth on Twitter
• Frank Toth on Instagram
• Capital Conclusions Corporation Website
• Capital Conclusions Corporation on LinkedIn

Harbor Capital Details:

• Harbor Capital Website
• Harbor Capital on LinkedIn
• Harbor Capital on Youtube
• Harbor Capital on Twitter
• Host Bryan Moore on LinkedIn
• Host Dale Korman on Linkedin

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
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