The Whitnell Way
Insights For Business Owners, Executives And Affluent Families
Viewing Blogs by Jason Bohnet
Whitnell Podcast: Insights With Jason Bohnet
How Rigorous Research Can Yield Solid, Long-Term Performance
In this podcast, originally aired on Chicago’s premier talk-radio station, WGN, Jason Bohnet discusses his role with Whitnell and why he joined the firm. As a portfolio manager, Jason was attracted to Whitnell because of the investment philosophy of the organization, particularly the perspectives of Whitnell’s Chief Investment Officer, David Peckenpaugh. Jason notes that his philosophy and David Peckenpaugh’s philosophy are 100% aligned.
Will Disruption Ruin Your Investment Portfolio?
Five Guiding Principles To Address This Question
Over the last ten years, I’ve watched the way disruption has impacted markets and investors. As a member of Whitnell’s Investment Committee, it’s my role to anticipate changes and position our clients to achieve their long-term financial goals. You might be wondering how innovation and disruption will impact your investment portfolio over the next several years or longer.
I am of a generation that grew up with innovation and disruption as a way of life. I do not fear it. Actually, I embrace it. But it is not without perils, especially if you get caught off-guard. After reflecting with colleagues on this topic, I’d like to share five guiding principles for addressing disruptive change and what it can do to your long-term investment portfolio.