Charting The Course

The Mercer Advisors Episode - A New Journey

Full Sail Capital — Fri, 19 Dec 2025 11:15:00 +0000

We are back! What a year it has been for us all here at Full Sail Capital. For those who do not know yet, we are now part of the Mercer Advisors team, based in Denver, CO, and we could not be more excited. As you'll hear in today's episode, this was a decision that took time, thoughtfulness and lots of internal discussion. As we sit here today, six months since our merger, we are confident in the future for our team, but most importantly, our incredible clients. Enjoy!

Squared Away - 2025 Spring Market Update

Full Sail Capital — Wed, 16 Apr 2025 19:55:35 +0000

Today, we bring you our first quarter squared away conversation with Zac, Austin, Sam and Tyler. It has been quite an eventful start to the year, to say the least! From the underperformance of the S&P 500 to start off the year, to the market volatility due to tariffs, it's been anything but quiet. Our goal is to always remind investors to stay the course and focus on the variables you CAN control. Hope you enjoy!

Mission statements and generational conversations - March 2025

Full Sail Capital — Thu, 20 Mar 2025 12:00:00 +0000

This month, Tyler is joined by advisory team member, Kyle Ray, to look at the importance of assigning a mission statement to your money. From laying out goals to engaging the next generation in the conversation, it all works together to elevate your chances for success. We hope you enjoy!

Captain's Corner - February 2025

Full Sail Capital — Thu, 20 Feb 2025 19:21:41 +0000

This month, David joins Tyler to look back on 2024 as well as look ahead to the major headlines facing this new year. From the Fed and rates to the potential pro-growth economic policies, we analyze a handful of items affecting investors today. As always, our goal is to remain disciplined in our approach and walk alongside investors as they focus on their values and long-term plans. Let us know if there is anything we can do for you!

Squared Away - January 2025

Full Sail Capital — Wed, 22 Jan 2025 13:00:00 +0000

Full Sail Capital is offering an in-depth Market Recap as we wrap up 2024 and look forward to 2025. Join our Chief Investment Officer, Zac Reynolds, and Investment Analyst, Austin Burk, as they discuss the key market trends and share their expert insights on what to expect in the year ahead. Have questions? Let us know! Visit us at www.fullsailcapital.com for more information about our crew!

Video: https://youtu.be/M6zABt_GNwk

The Full Sail Staff Episode

Full Sail Capital — Mon, 23 Dec 2024 17:18:29 +0000

Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit www.fullsailcapital.com

A conversation with Dr. Daniel Crosby

Full Sail Capital — Wed, 20 Nov 2024 13:00:00 +0000

Today, we are joined by clinical psychologist and behavioral finance expert, Dr. Daniel Crosby. His latest book, The Soul of Wealth, is the focus of our discussion as we look at a handful of topics included in his reflections on money and meaning. Joining Tyler in studio is Zac Reynolds, Jordan Dean, and Candace Guy. If you would like a copy of his book, please let us know!

The Soul of Wealth - Amazon

Squared Away - 2024 3rd Quarter Review

Full Sail Capital — Thu, 17 Oct 2024 19:50:50 +0000

Today, we bring you our third quarter squared away conversation with Zac, Austin and Tyler. From the market highs and Fed rate cuts to the upcoming election, there was once again a lot of noise in the news and in the markets. Our goal is to always remind investors to stay the course and focus on the variables you CAN control. If you have any questions or would like a copy of our recent client market update, just let us know!

Morgan Housel, Cumulative vs. Cyclical Knowledge

Navigating the terms, acronyms, and behaviors in the investing world

Full Sail Capital — Wed, 18 Sep 2024 12:00:00 +0000

School is back in session, football has returned and Fall is in the air. So, we felt this week was the perfect time to have a brief educational and light-hearted conversation centered around the investing industry in general. Tyler is joined by two of our advisors, Kyle Ray and Jordan Dean, as they breakdown common terms, highlight next-gen acronyms, and end with some great behavioral advice. Let us know what we can do for you!

Captain's Corner with David Stanley and George Cohlmia

Full Sail Capital — Wed, 28 Aug 2024 12:00:00 +0000

It is great to be joined by David Stanley and George Cohlmia. As two seasoned veterans in the finance industry, they have the discernment and wisdom it requires to be a successful investor. Our hope is to encourage all of you to really focus on what matters the most and stay disciplined to your strategy and long-term plans.

Squared Away - 2024 Mid-Year Review

Full Sail Capital — Wed, 24 Jul 2024 12:00:00 +0000

As we hit the mid-point of the year, we are back for another squared away conversation with Zac, Austin and Tyler. From interest rates and market concentration to presidents and economy, we do our best to cover what we feel is most impactful to you the investor. If you have any questions, or would like a copy of our recent client market update, just let us know!

WSJ Article by Jason Zweig

Summer Financial Wellness Check

Full Sail Capital — Thu, 20 Jun 2024 12:00:00 +0000

From cash hoarding to drowning in debt, there are many pitfalls and mistakes that any person can face when it comes to money. Today, we sit down with Stacy Murray and Kyle Ray to discuss ten of the more common finance mishaps that can lead to poor financial health. Let us know how we can help you!

Anchored - A Conversation with Andy Burnett

Full Sail Capital — Wed, 22 May 2024 15:05:59 +0000

We are thrilled to be joined by Andy Burnett, owner of Burnett Equity, as he sits down with us to discuss all-things real estate development. Alongside Tyler in studio, Scott Cravens is back with us to lead this fascinating discussion. We hope you enjoy!

Squared Away - 2024 Q1 Review

Full Sail Capital — Wed, 17 Apr 2024 12:00:00 +0000

This week, we sit back down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review the recently completed first quarter. We take a look at the economic and market data, and remind investors the importance "time in the market, not timing the market". If you have any questions, or would like a copy of our recent client market update, just let us know!

Captain's Corner -Comparing 2020 to 2023

Full Sail Capital — Wed, 20 Mar 2024 12:00:00 +0000

This week, David and Tyler sit down and look back at two previous calendar years, 2023 and 2020, both full of very different headlines, and very different circumstances. At the end of the day there is always going to be some event, headline, or story that will cause any investor to pause. Our goal is to remain disciplined in our approach and walk alongside investors as they focus on their goals and long-term plans. Let us know if there is anything we can do for you!

Interview with Miki Farris, Executive Director of Infant Crisis Services

Full Sail Capital — Wed, 21 Feb 2024 13:00:00 +0000

Miki Farris is the founder and executive director of Infant Crisis Services. Founded in 1984 as a part of a Sunday School project at Westminster Presbyterian Church, Infant Crisis Services has grown into one of OKC's most impactful non-profits. Armed with their four core values - compassion, kindness, respect and love - ICS is providing families the opportunity to be healthy, productive citizens by ensuring babies in need have access to food, diapers, and other essentials.

Squared Away - 2023 Review and 2024 Outlook

Full Sail Capital — Wed, 17 Jan 2024 13:00:00 +0000

Today, we sit down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review 2023 and look ahead to the new year. If you have any questions, or would like a copy of our recent client market update, just let us know!

Interview with Morgan Housel, Author of the Book Same As Ever(Replay)

Full Sail Capital — Wed, 03 Jan 2024 13:00:00 +0000

Morgan Housel is a partner at The Collaborative Fund and the author of Same As Ever and The Psychology of Money. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the into, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!

The one with the Full Sail Capital Staff - Christmas Edition

Full Sail Capital — Wed, 20 Dec 2023 13:51:39 +0000

Interview with Cheri Weaver, Executive Director at Wings

Full Sail Capital — Wed, 06 Dec 2023 13:00:00 +0000

As we wrap up the year, there is no better way than to have one of the final episodes highlight another local non-profit. Today, we sit down with Cheri Weaver, executive director at Wings, and hear all about their mission, vision and passion for their members. As stated, their mission is to enhance the lives of adults with developmental disabilities through social, vocational and residential programs guided by principles of the Bible. We highly encourage you to visit their website to learn more about how you can get involved.

Medicare 101 with Vanguard's Julia Fuentes

Full Sail Capital — Wed, 22 Nov 2023 13:00:00 +0000

We are honored to be joined by Medicare expert, Julia Fuentes, with Vanguard's financial advisor services. As a financial planning and coaching strategist, she has become an expert in the Medicare world and was kind enough to jump on the phone to visit with us about the details of this evolving marketplace. Below are a few items provided by Vanguard that elaborate on a couple topics we discussed: Understanding Medicare Choices Meet IRMAA Making Sense of Medicare's Parts

40 years of Changes - Part 2

Full Sail Capital — Thu, 09 Nov 2023 13:00:00 +0000

This week we continue our conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sat down to discuss ten of the more impactful ones. Today, we look at the remaining five - Financial Crises, ESG Investing, Passive Investing, Regulatory Changes, and Demographics. Enjoy!

40 years of Changes - Part 1

Full Sail Capital — Wed, 25 Oct 2023 12:00:00 +0000

This week we kick off a two-part conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sit down to discuss ten of the more impactful ones. Today, we look at the first five - Technology, Globalization, Deregulation, Investment Strategies, and Emerging Markets. Enjoy!

Squared Away - Q3 Review

Full Sail Capital — Wed, 11 Oct 2023 12:00:00 +0000

Today, we have our CIO, Zac Reynolds, join the pod for another Squared Away conversation. With three quarters of 2023 now behind us, we break down the impact of higher rates, the importance of allocation and goals, as well as how to view holding cash as an investment. We mentioned our recently published quarterly market update, which contained a good amount of information, data, and firm news, so please let us know if you would like a copy.

Captain's Corner

Full Sail Capital — Wed, 27 Sep 2023 12:00:00 +0000

Today, we're back with our new mini-series of sorts that will begin to be featured on the podcast throughout the year. Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!