Podcasts about portfolios

Gold has been surging lately, but is it truly a golden opportunity for retirees, or just another glittering distraction? Join us as we break down what's really driving gold's rise, explore its role as a diversification tool, and reveal what the data says about whether it deserves a spot in your portfolio.  In this episode, we discuss:  Gold's big run Historical data of gold vs. equity returns Inflation confusion Central banks' role How to diversify and own gold wisely Today's article is from the Of Dollars and Data titled, What's Going on With Gold?. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/534

Who is wining the Robotaxi Race, The Truth about Crypto, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Who is wining the Robotaxi Race, The Truth about Crypto, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy Craig, Co-Head of the Investment Insights Centre.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Stocks surged after a blockbuster quarterly report and forecast from Nvidia restored confidence in the AI trade driving the bull market, Parents plan to spend just 5 percent less than last year on holiday gifts per child this year, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

If you’ve ever heard “managed portfolio” and thought… okay but what actually are they, this one’s for you. We break down what “managed” really means in practice, how they differ from your usual ETF mix, and the moments when outsourcing the mental load might make more sense than being your own fund manager. Then we get into a dilemma that had the whole office screaming: a partner who treats sales season like a competitive sport. The list is long, the logic is loose, and the budget is… trembling. We’re chatting values, boundaries, and how to keep your spending intentional when marketing is doing the absolute most. Plus your favourite money wins, broke tips, and a few chaotic detours along the way. Want to learn how to invest (or just get your money sorted)? Our Bundle Sale is live! Up to 30% off our most-loved courses and tools, to help you feel clear, confident, and in control. Check it out here. Need the team’s take on your money dilemma? Send us a voicemail here.Or if it's more of a spicy money drama and you want the communities verdict? Slide into our DMs here. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 400K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. See omnystudio.com/listener for privacy information.

Stocks surged after a blockbuster quarterly report and forecast from Nvidia restored confidence in the AI trade driving the bull market, Parents plan to spend just 5 percent less than last year on holiday gifts per child this year, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

As markets evolve and the traditional 60/40 portfolio faces new challenges, are hedge funds becoming the next core allocation for resilient investing? In this episode of Beyond Markets, William Fong, Head of Alternatives Specialists at Julius Baer for Asia and the Middle East, speaks with Joe Dowling, Senior Managing Director and Global Head of Blackstone's Multi-Asset Investing, about how the endowment model is reshaping portfolio construction.Joe shares insights on why institutions have leaned heavily into alternatives, how multi-strategy hedge funds are delivering uncorrelated returns, and what private investors can learn from the playbook of elite endowments. From risk management to the “democratisation of alternatives”, this episode explores how hedge funds may just be part of the new 60/40 for long-term investors seeking durability and diversification.This episode was recorded on 28 October 2025.(00:10) - – The endowment model (03:24) - – Is it limited to institutional investors? (05:02) - – A typical allocation split (06:28) - – The importance of a long-term approach (07:16) - – Recent criticisms of the endowment model (09:03) - – Hedge funds: a bond substitute? (11:23) - – The rise of multi-strategy funds (13:24) - – How multi-strategy funds have performed throughout volatility (15:13) - – What to look for in a good multi-strategy fund (16:33) - – Absolute return vs index investing (18:33) - – Are multi-strategy funds getting too big? (20:17) - – Are single-manager, single-strategy funds still relevant? (21:32) - – Rebalancing – a critical element (22:44) - – Fund manager expertise, and the art of portfolio construction (27:01) - – Thoughts on private equity and infrastructure (31:33) - – An ivy league education? Or an alternatives portfolio?

Patrick O'Hare of Briefing.com on the current markets, What to know about the Ten Year Treasury Yield, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

It's one of the largest transfers of wealth in human history—trillions of dollars moving from one generation to the next. But this moment isn't just about inheritance. It's about passing on faith, values, and a vision for generosity.To explore how younger Christians are reimagining stewardship, we spoke with Christin Fejervary, Vice President for Brand and Experience at the National Christian Foundation (NCF)—a trusted partner helping believers give wisely and joyfully.From Obligation to Joyful GenerosityChristin's passion for generosity began early, though not in the way it's shaped her life today.“As a kid,” she shared, “giving was more of an obligation. I watched my parents tithe every week, and I learned discipline from that—but it wasn't until my 20s and 30s, and especially through working at NCF, that I saw how generosity changes us. It frees us from being tied to the things of this world.”That personal transformation has guided her work—helping others experience the joy that comes when giving is no longer a rule to follow but a relationship with God to live out.What's Driving the Next Generation to GiveWhen it comes to generosity, Millennials and Gen Z are rewriting the playbook.According to NCF's research, millennials—now roughly ages 29 to 44—view philanthropy as part of their identity. For Christian millennials, that identity is deeply spiritual: “My life is a way to give away.”Christin explains:“They believe all resources have equal value—not just money, but time, influence, and relationships. They don't just want to write a check. They want to be part of the change.”This shift from transactional to relational giving marks a profound change from previous generations.Reimagining Traditional ToolsYounger Christians aren't abandoning tools like donor-advised funds, estate plans, or investment portfolios—they're personalizing them.“They want to see impact,” Christin said. “They're asking, ‘How is my giving being used?' and ‘What difference is it making?'”They're also expanding how they define stewardship—using investment portfolios for charitable investing and seeking spiritual returns as much as financial ones.At NCF, this has led to growing interest in community-based giving. Across the country, younger givers are joining together to give collectively, blending faith, friendship, and impact.What Advisors Need to KnowFinancial advisors also play a key role in this transition. But Christin says serving the next generation requires a shift in mindset.“Younger Christians want to co-create their giving plans. They want a seat at the table and a voice in the process. It's not just about managing money—it's about helping them uncover all the ways God's entrusted them to give.”For advisors, that means focusing less on control and more on collaboration, connection, and calling.How Families Can Have Faith-Filled ConversationsGenerosity isn't just a financial transaction—it's a family story. Cristin encourages families to start there.“The data shows that both generations—young and old—see faith as a guiding principle,” she said. “The key is to unpack what faithfulness looks like for each generation. When families share stories of how God has provided and guided them, something powerful happens.”Listening to one another's experiences helps bridge differences and creates a shared vision for stewardship across generations.How NCF Is Helping the Next Generation Live GenerouslyAt the National Christian Foundation (NCF), this generational shift is sparking new ideas and tools for families and advisors alike.New Research & Resources: NCF has published a comprehensive Next Gen Generosity Report—designed to help both older and younger generations navigate these conversations.Experiences & Events: Through community gatherings and local partnerships, NCF helps families explore generosity together—often in creative, organic ways led by next-gen participants.Collaboration with Advisors and Churches: NCF connects givers to trusted partners who can guide them through every stage of stewardship—from first-time donors to business owners planning legacy gifts.You can explore these resources at FaithFi.com/NCF or NCFgiving.com/nextgenresearch.The Power of AgencyOne key insight from NCF's research is the role of agency in healthy stewardship.“We define agency as the ability to act on the free will God gives us,” Cristin explained. “The more we step into that responsibility—making decisions, taking ownership—the more confident and joyful we become.”That means even those who inherit wealth should be encouraged to find their “Gen 1” opportunities—ways to take initiative, make decisions, and live out their calling to give.The Influence of Women in GenerosityAnother striking finding: women—especially mothers—play a major role in shaping generosity.“Seventy-two percent of millennials we surveyed said their mothers were the biggest influence on their giving,” Cristin shared.Yet, the research also revealed that many women feel unheard in family wealth decisions. The next step, Cristin says, is ensuring their voices are part of the conversation.“This is the time to incorporate women's perspectives in giving and wealth transfer. Their influence is profound—and essential.”Passing Faith Along With FinancesAs this great wealth transfer unfolds, Cristin reminds us that what we pass on matters more than what we possess.“It's not just about money moving between generations,” she said. “It's about passing along faith, values, and purpose.”And that's a legacy that truly lasts. Learn more about how you can make generosity part of your family's story at FaithFi.com/NCF.On Today's Program, Rob Answers Listener Questions:Our home is fully paid off, and we're nearing retirement. I've heard you discuss reverse mortgages, but I have always been hesitant. What are the real benefits and drawbacks, especially regarding the accumulated interest? Also, what kind of closing costs or fees should we expect, and which company do you recommend?I'm approaching my required minimum distribution and recently learned about qualified charitable distributions (QCDs). Can I withdraw the money first and then donate it, or must it go directly to the charity to qualify?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)The National Christian Foundation (NCF)NCF Next Gen Generosity ReportWomen, Wealth, and Faith Research Study (Sign up to Participate) - Partnership with Women Doing Well and the Lake Institute on Faith & GivingWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Patrick O'Hare of Briefing.com on the current markets, What to know about the Ten Year Treasury Yield, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Stocks fell again after tech shares continued to slide on concern about valuations of artificial intelligence-related stocks, Bitcoin suffering Painvember down 25 percent as bitcoin ETFs see 1.1 billion dollars in outflows, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Send us a textThis wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.https://familyoffices.com/

Stocks fell again after tech shares continued to slide on concern about valuations of artificial intelligence-related stocks, Bitcoin suffering Painvember down 25 percent as bitcoin ETFs see 1.1 billion dollars in outflows, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

In this episode, I talk with Ron Homer – Chief Strategist for Impact Investing at RBC Global Asset Management, and one of the earliest architects of community development investing in the United States.Ron's perspective was shaped in Bedford-Stuyvesant, where he watched a thriving neighborhood decline not because of its people but because mortgage support and investment disappeared. That experience set him on a five-decade mission to help redirect capital back into places that had been overlooked.He went from banking in Boston to co-founding Access Capital Strategies, where he flipped mortgage-backed securities into something that actually supported low- and moderate-income communities.In 1997, he co-founded Access Capital Strategies with the goal of creating market-grade, fixed-income products that were community-aligned. His idea was to use the same mortgage-backed security structure that powered Wall Street, but build it around loans made to low- and moderate-income borrowers.The model showed that you could structure institutional-grade portfolios that delivered both financial performance and community impact.In 2008, Access Capital Strategies was acquired by RBC Global Asset Management. When the global financial crisis hit shortly after, Ron's portfolios outperformed, especially for clients like New York City. “We were the highest performing investment – made 10% – because people who had 30-year fixed-rate mortgages and were buying them for shelter didn't default.”Today, Ron leads RBC's U.S. impact investing strategy, part of a fixed income platform with about $80 billion AUM. His team oversees about $3 billion in community investment strategies. These include customized portfolios primarily composed of agency-backed mortgage securities targeted at low- and moderate-income borrowers, as well as allocations to SBA loan securitizations and municipal bonds.And the results are measurable: over 50,000 individual homes financed, tens of thousands of affordable multifamily units, and for institutional clients like the City of New York, quarterly reports that track each dollar to the specific mortgage, census tract, borrower income level, and racial demographics, down to the loan level.But data only tells part of the story. What keeps Ron going is something deeper: the ripple effect.He believes homeownership and small business act as beacons within communities. “If you have one or two people who take pride in their home, maybe that becomes three people and four people and five people." That's how change takes root, with visible progress that others want to join.Ron also sees what he calls “conditioned helplessness”, a kind of behavioral resignation that sets in when people stop believing their efforts will make a difference.“Some people think the only way to get money is through concessions. But the community doesn't need concessions. They need access.”Ron didn't invent impact investing. But he helped prove it can work, not just morally, but financially. And he did it by choosing reform over revolution, trusting the data, and never letting go of the lesson from Bed-Stuy: that pride and ownership, applied the right way, can change everything.Tune in.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Ron Homer LinkedIn- RBC Global Asset Management

In this episode, The Annuity Man and Rick Ferri discuss:  Outperforming 90% of investors  Developing a simple portfolio  Five ways to improve your portfolio Facing the risks   Key Takeaways:  Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better.  Develop a simple portfolio that will hold four funds, two stock funds and two bond funds. The bond funds have to be some fixed income type of allocation, while on the stock side, you do a stock market index fund and a total international fund.  Are you going to be active or passive? Select a portfolio strategy. Determine whether you're going to be aggressive or conservative and assess if you need a higher rate of return and if you can handle high volatility.  In bad times, remember that "this too shall pass." Investing doesn't come without risk. Everything in life has risks. Even burying your money has a risk; inflation will eat away at its value. It's better to face the risk.   "The idea is simplicity. Be simple, be low-cost, be consistent, stay the course, be tax-efficient." —  Rick Ferri   Connect with Rick Ferri: Website: https://rickferri.com/  Facebook: https://www.facebook.com/TheIndexer/  LinkedIn: https://www.linkedin.com/in/rick-ferri-cfa-b6994010/  Twitter: https://twitter.com/Rick_Ferri  Books: https://www.amazon.com/Richard-A.-Ferri/e/B001IGJTE8%3F    Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator! 

In this episode of Geared for Growth, Mike Mortlock is joined by Rishi Bajaj, Director of InvestVise and a property strategist helping clients build high-return portfolios that thrive even in shifting economic conditions. Rishi brings a wealth of lived experience, from buying his first property during the GFC, to building a multi-country portfolio, to guiding everyday Australians through the overwhelm of investing. His story is full of setbacks, lessons, and wins that shape how he helps clients today. 

Wall Street awaits Nvidia earnings on Wednesday, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include Walmart (WMT), which is doing a “great job” in capturing the consumer's wallet and Crown Castle (CCI), which lives in the “orbit” of the AI trade and benefits from 5G expansion. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Wall Street awaits Nvidia earnings on Wednesday, EP Wealth's advisor CFP Chad Burton discusses building your wealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Warren Buffett has penned his final shareholder letter.From Berkshire's 60-year compounding machine to the handover to Greg Abel, we break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project (“the Pilbara Killer”) has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia's tax base?That's not all in another big episode of Equity Mates:Simon reveals why leverage is reshaping his entire core portfolioWe walk through his new, simplified, four-line strategyAnd we answer a great community question on how often to dollar-cost averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What happens when the data goes dark, yet markets barely flinch? In this episode, Niels and Katy unpack the month of October defined by missing economic releases, relentless equity strength and three extraordinary days of Liberation Day turbulence. They explore why price often tells the truest story, how total portfolio thinking could rewrite the role of trend, and why short term strategies faltered while precious metals surged. The conversation then shifts to the coming wave of alternatives in private wealth and the silent risk inside target date funds, asking how managed futures can reshape retirement outcomes when timing paths go wrong.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and catching up from Boston02:00 - Life without economic data and what markets really need04:20 - Price as the only truth and the limits of official data05:45 - CalPERS, total portfolio thinking and what it means for trend08:20 - AI, data centers and the inflation story hiding in electricity10:30 - Inflation regimes, unstable prices and why trend cares about change12:40 - Year to date trend review across equities, metals, FX and bonds15:10 - Why short term traders struggled in a headline driven year20:00 - Picking “the best strategy” and why robustness matters more than Sharpe24:10 - Parameters, speed of response and treating markets differently26:20

The history of Netflix and where they go from here, What is the story on Caterpillar Inc., More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

The history of Netflix and where they go from here, What is the story on Caterpillar Inc., More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

When the private AI companies become public, Speculative Stocks losing value, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Innovator Insights presents LouderAI's webinar series, hosted by AI expert Kathy Wheat. Each episode is an audio recording from our live webinar series, spotlighting a timely topic in the AI landscape. These high-impact sessions are packed with practical strategies and will help you harness AI with confidence. Whether catching up or revisiting a favorite, you'll gain focused insights and actionable tools to drive smarter, faster results. Website: Louderai.com Sign up for our AI Newsletter: bit.ly/3VURS5J

When the private AI companies become public, Speculative Stocks losing value, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

In this episode, we discuss how investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.  The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

With nearly 30 years of cumulative work experience in India and Australia, TransformBiz Managing Director and property investor Vineet Danwar has actively seized varying opportunities throughout his professional journey. Truly a man of action himself, he now adeptly bridges accounting, banking, and asset protection in the property space—thus, enabling families to structure property investments while achieving long-term financial outcomes. Without a doubt, he doesn't just look at the numbers. In fact, he utilises a holistic and hands-on approach in helping clients achieve the best results for their unique circumstances. Hosted on Acast. See acast.com/privacy for more information.

In this episode we answer emails from Arun, Neil, and Stephen.  We discuss intermediate accumulation portfolios, when you start needing bonds and being a good family man; favorite listener episodes #436 and #441, and an analysis of Thurman portfolios and what they are missing.  Links:Episode 436 Video Summary:   https://drive.google.com/file/d/1WQ1hvoLaX3hJL3DoLnaWsAxNBdOYFLB0/view?usp=sharingEpisode 441 Video Summary:  https://drive.google.com/file/d/1fHpBZCykn-UOXMarWKIMVX0tLG9-OEDa/view?usp=sharingRetirement Investment Advisors SEC Disclosure:  Microsoft Word - DRAFT 2 ADV 03.2025 PART 2-03.25.2025Thurman 10 Steps To Build Retirement Portfolio:  E-Book 10 Portfolio Steps v1.2024PortfolioLab Thurman Portfolio:  Randy Thurman All-Weather Retirement Portfolio | PortfoliosLabPortfolio Visualizer Analysis of Thurman Portfolios:  Backtest Portfolio Asset Class AllocationBreathless Unedited AI-Bot Summary:Tired of vague investing advice that wilts when real life hits? We open the mailbag and get practical about three decisions most DIY investors face: rebalancing a mid-term portfolio, adding bonds before retirement, and whether a 100 percent stock allocation can actually work when you're withdrawing. Along the way, we put a highly marketed “all-weather” retirement framework under the microscope and show why corporate bonds often fail when you need ballast most.We start with an intermediate-term goal: saving for a house in three to five years. Rather than forcing taxable rebalancing, we explain how to direct new contributions and dividends toward lagging sleeves to maintain balance while sidestepping taxes. Then we tackle bond placement for accumulators in their late 30s and early 40s: why Treasuries belong in traditional 401(k)s, why cost basis doesn't matter inside retirement accounts, and when adding bonds is a sleep-aid rather than a must-have. Next, we confront the 100 percent stock question. If you intend to underspend and maximize terminal wealth, it can work. If you want higher sustainable withdrawals, diversification wins.The centerpiece: a head-to-head backtest of an “all-weather retirement” recipe built around corporate bonds and global equities versus a more balanced, risk-parity-inspired mix that includes Treasuries and a modest allocation to gold. The results highlight a core truth of sequence risk: smaller, shorter drawdowns can raise safe withdrawal rates and preserve flexibility. We also talk mindset—stop treating assets like sports teams. They're tools: stocks for growth, Treasuries for defense, gold for inflation shocks. Set your stock percentage first, split growth and value, prefer Treasuries over corporates for hedging, consider 10–15 percent gold, and test your plan with Portfolio Visualizer, Portfolio Charts, Testfolio, and the Early Retirement Now toolkit.Life design matters too. For parents in the exhausting middle—toddler chaos, peak earnings, zero time—we share a simple playbook: cut low-yield work commitments, focus on small, memorable family moments, and accept this as a temporary storm. Build a portfolio that buys time, not stress, and let your money serve the life you want. Enjoy the conversation, and if it helps, subscribe, leave a review, and share this episode with a friend who's balancing markets and midnight wake-ups.Support the show

Patrick O'Hare of Briefing.com on the current markets, A tale of two markets continued to play as the tech heavy Nasdaq slipped, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Patrick O'Hare of Briefing.com on the current markets, A tale of two markets continued to play as the tech heavy Nasdaq slipped, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

The S and P 500 fell pressured by declines in tech following strong gains in the previous session, CoreWeave shares slid 14 percent after the company's guidance disappointed investors hurting the artificial intelligence trade, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Want the inside scoop on the seriously simple strategy behind Victoria and Brooke's investment portfolios? This ep is all about the framework they both use today, and Victoria used with her high-wealth clients when she was a financial advisor. They're breaking down exactly how to structure a portfolio that quietly builds wealth without the 3am panic checks, how to balance steady growth with the spicy picks that keep it interesting, and why trying to beat the market is probably costing you more than you think. Inside this ep:

The S and P 500 fell pressured by declines in tech following strong gains in the previous session, CoreWeave shares slid 14 percent after the company's guidance disappointed investors hurting the artificial intelligence trade, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

The record breaking government shutdown that has clouded the picture of the economy, The Dow and S and P 500 as well as the Nasdaq march higher, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

The record breaking government shutdown that has clouded the picture of the economy, The Dow and S and P 500 as well as the Nasdaq march higher, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

My guest this week is Larry Kriesmer from Measured Risk Portfolios, where he oversees the SynthEquity® strategy to manage over $500 million focusing on using options and US Treasuries to minimize equity risks while pursuing S&P 500-level returns.Blog post available at: https://www.sharesforbeginners.com/blog/larry-kriesmer-synthequityWatch on YouTube right here.

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock, to explore how private markets could reshape portfolios and investment opportunities by 2030. Cameron shares why the asset class has surged from $11 trillion pre-pandemic to an expected $32 trillion by the end of the decade — and what this evolution means for investors.Together they discuss how companies are staying private longer, why liquidity dynamics are shifting, and how new fund structures are widening accessibility for individuals and retirement savers alike. Cameron breaks down the three major growth engines powering the sector: private equity, infrastructure, and private credit — and explains how megaforces like AI and energy transition are creating new opportunities within each.Sources: “Private Markets in 2030” Preqin October 2025Key moments in this episode:00:00 Introduction to why Private Markets are having a moment now01:01 Understanding Private Markets - Why companies are staying private longer — and where the value creation is shifting.02:01 Growth and Trends in Private Markets - The forecasted $32 trillion in alternative AUM by 2030 and what it means for diversified portfolios.02:46 Impact on Investment Portfolios - The rise of individual access through open-ended fund structures.06:04 Where we are in the private equity cycle — and why lower fundraising periods often precede strong returns.09:56 Infrastructure Investment Opportunities - How infrastructure is becoming a key beneficiary of AI and reshoring trends.11:51 Why private credit and direct lending are gaining momentum as banks step back from traditional lending14:20 Artificial Intelligence in Private Markets - How AI is influencing value creation within privately backed companies.16:40 Conclusion and Final ThoughtsCheck out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Lessons learned over Tech stocks, What to know about Google and Alphabet, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Is this the start of a bear market? The signs were absolutely there. What happens if $NVDA can't sell in China? What's wrong with $PSIX? What's a good risk/reward stock? It's all in this episode - a solid fundamental and technical breakdown of stocks and the overall market. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Lessons learned over Tech stocks, What to know about Google and Alphabet, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Names in the artificial intelligence trade came under pressure yet again amid worries around eye-watering valuations, Investors increasingly expect the Supreme Court to rule against the Trump administration's aggressive trade policy, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

In this episode, Paul dives into one of the most important themes in long-term investing: staying the course, even when individual asset classes deliver unexpected short-term results. Whether you're a seasoned DIY investor or still building confidence, Paul shares timely lessons to help you make better decisions—and support others who rely on your guidance.Paul also previews his upcoming presentation for the AAII Puget Sound Chapter, where he'll take one of the deepest dives yet into Daryl Balls' latest quilt charts, the Sound Investing portfolios, and the vital differences between traditional and non-traditional index funds. You'll hear Paul discuss insights from two of the industry's leading “truth tellers”:• Jim Dahle (The White Coat Investor) and his Bogleheads presentation on reasonable vs. unreasonable portfolios• Dr. Bill Bernstein, and why staying disciplined may be investors' greatest lifelong challengeAlong the way, Paul reviews 10-month, year-to-date performance for the Best-in-Class ETF portfolios—including the 10-fund, 4-fund, and 2-fund strategies—and explains why the surprising 2025 return patterns are completely normal.Key topics include:Why some equity asset classes “disappoint” this year—and why that's expectedThe resurgence of international value, small international, and emerging marketsHow Chris Pedersen's 4-Fund Worldwide strategy kept pace with the 10-FundThe powerful role of non-traditional index funds (DFA & Avantis)Why small-cap value's recent struggles shouldn't discourage long-term investorsHow to access DFA-style factor premiums through today's ETFsThe importance of keeping an investing approach simple, reasonable, and durableWhy staying the course—not forecasting—is the true key to long-term successPaul also shares personal updates about moving back to Bainbridge Island and reflects on what it means to serve a community of dedicated DIY investors.If you know someone who would benefit from this work, please share this episode. And don't miss the links in the show notes—including Jim Dahle's video, portfolio references, quilt charts, and upcoming AAII registration details.Thank you for listening—and all the best to you and your family.

AMD, Broadcom, Micron Technology, Nvidia and Oracle all recovered from Tuesday's losses to rise marginally Wednesday, Democrats win big on election night in key races, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Stocks fell as investors grow increasingly concerned about valuations in the bull market-leading shares, Palantir shares shed 7 percent even as the ompany beat Wall Street's estimates and was up 150 percent this year, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Magnificent Seven name Amazon rallying 4 percent after the company reached a 38 billion dollar deal with OpenAI for Nvidia chips, The Dow Jones Industrial Average fell bogged down by a decline in shares of UnitedHealth, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co"In this critical episode of Making Billions, host Ryan Miller and alternative asset manager Larry Kriesmer challenge the core tenets of Modern Portfolio Theory. Larry argues that traditional diversification is broken because supposedly uncorrelated assets become correlated during a market crisis (like 2000 or 2008), leaving investors exposed to unlimited loss.This interview is essential for investors, fund managers, and financial advisors who must deal with clients in the "Zone of Freaking Out" (ZOFO) during a market decline. Larry explains how his risk off strategy and upfront disclosure keep clients calm, allowing their investments long enough time to perform and achieve long term average returns. The discussion also covers the future of SynthEquity (MRP 2.0) and the possibility of creating products that use leveraged options for even higher potential return against a small, defined drawdown.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE GUEST]: Larry Kriesmer is the Chief Investment Strategist at Measured Risk Portfolios (MRP) and the founder of the SynthEquity (Synthetic Equity) investment strategy. With over 20Pure Tested Peptides99% purity peptides for research Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

On this week's Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it's better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital gains exposure, and over-leveraging in retirement. You'll also hear a sharp analysis of gold's recent surge—and why emotional investing often backfires. Packed with real-life caller scenarios and expert financial guidance, this episode is a must for anyone focused on smart wealth management, legacy planning, and minimizing risk. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.