Tag: wealth building

Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

June 30, 2025

How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 […]

The Wealthion Team
Barry Ritholtz: Why Most Investors Fail (And How to Win)

March 21, 2025

Why do most investors consistently underperform? In this exclusive interview, renowned finance expert and bestselling author Barry Ritholtz joins Anthony Scaramucci to discuss his powerful new book, How Not to Invest. Barry reveals surprising insights into investor psychology, exposes the […]

The Wealthion Team
Jonathan Wellum: How I’m Investing in an Overpriced Market

February 21, 2025

Markets are near all-time highs, volatily is back, debt levels are soaring, and economic uncertainty is growing — is now the right time to be fully invested? Anthony Scaramucci welcomes Rocklinc Investment Partners CEO Jonathan Wellum to unpack his value […]

The Wealthion Team

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