Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives´ energies to gain. It often represents hard work, fulfillment of dreams and financial security." For over 30 years Walt has managed money for individuals, families, corporations and philanthropic organizations. He has worked for a large trust company, brokerage firm and owned his own independent Registered Investment Advisory firm for 17 years. This cumulative experience has developed into principles and beliefs that are now shared daily as the managing partner of Akron Wealth Advisors.
Walt earned his Bachelor Degree from The University of Akron and his M.B.A. from Kent State University. He firmly believes that education is a life-long process. Walt has taught as a visiting professor at Case Western Reserve University, Kent State University, The University of Akron and Youngstown State University. He has won numerous teaching awards and has educated over 10,000 students during his teaching tenure.
All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.
All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.
Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.
16 Jan 2025
Invest Wisely Episode 290 - October 20 2024
All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.
All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.
Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.
16 Jan 2025
Invest Wisely 289 - October 13 2024
All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.
All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.
Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.
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Apple Podcasts (US)
3.7 / 5
3 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 30 / 100
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34
Social presence
0
YouTube
0
Engagement
68
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