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Invest Wisely with Walt Sokira

Walt Sokira

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Invest Wisely with Walt Sokira

Invest Wisely with Walt Sokira

Walt Sokira

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About Us

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.Walt is lifetime residents of Northeast Ohio. He has volunteered for many local charities in the communities in which he has lived. He has five children and is happily married to his wife Ashley.

Latest Episodes

Invest Wisely Episode 51 - February 23, 2020

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.

29 MINFEB 25
Comments
Invest Wisely Episode 51 - February 23, 2020

Invest Wisely Episode 50 - February 16, 2020

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.

29 MINFEB 18
Comments
Invest Wisely Episode 50 - February 16, 2020

Invest Wisely Episode 49 - February 9, 2020

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.

29 MINFEB 11
Comments
Invest Wisely Episode 49 - February 9, 2020

Invest Wisely Episode 48- February 2, 2020

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.

29 MINFEB 5
Comments
Invest Wisely Episode 48- February 2, 2020

Invest Wisley Episode 47 - February 2, 2020

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.

30 MINJAN 28
Comments
Invest Wisley Episode 47 - February 2, 2020

Invest Wisely Episode 46 - January 19, 2020

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.

29 MINJAN 22
Comments
Invest Wisely Episode 46 - January 19, 2020

Invest Wisely Episode 45 - January 12, 2020

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.

28 MINJAN 14
Comments
Invest Wisely Episode 45 - January 12, 2020

Invest Wisely Episode 44 - January 5, 2020

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.

29 MINJAN 7
Comments
Invest Wisely Episode 44 - January 5, 2020

Invest Wisely Episode 43 - December 29, 2019

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.

29 MIN2019 DEC 31
Comments
Invest Wisely Episode 43 - December 29, 2019

Invest Wisely Episode 42 - December 22, 2019

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.

29 MIN2019 DEC 24
Comments
Invest Wisely Episode 42 - December 22, 2019

Latest Episodes

Invest Wisely Episode 51 - February 23, 2020

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.

29 MINFEB 25
Comments
Invest Wisely Episode 51 - February 23, 2020

Invest Wisely Episode 50 - February 16, 2020

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.

29 MINFEB 18
Comments
Invest Wisely Episode 50 - February 16, 2020

Invest Wisely Episode 49 - February 9, 2020

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.

29 MINFEB 11
Comments
Invest Wisely Episode 49 - February 9, 2020

Invest Wisely Episode 48- February 2, 2020

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.

29 MINFEB 5
Comments
Invest Wisely Episode 48- February 2, 2020

Invest Wisley Episode 47 - February 2, 2020

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.

30 MINJAN 28
Comments
Invest Wisley Episode 47 - February 2, 2020

Invest Wisely Episode 46 - January 19, 2020

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.

29 MINJAN 22
Comments
Invest Wisely Episode 46 - January 19, 2020

Invest Wisely Episode 45 - January 12, 2020

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.

28 MINJAN 14
Comments
Invest Wisely Episode 45 - January 12, 2020

Invest Wisely Episode 44 - January 5, 2020

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.

29 MINJAN 7
Comments
Invest Wisely Episode 44 - January 5, 2020

Invest Wisely Episode 43 - December 29, 2019

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.

29 MIN2019 DEC 31
Comments
Invest Wisely Episode 43 - December 29, 2019

Invest Wisely Episode 42 - December 22, 2019

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.

29 MIN2019 DEC 24
Comments
Invest Wisely Episode 42 - December 22, 2019
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