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Powered by youtube embed video generator Kicking off a new year is the perfect cue to clean up the unglamorous corners of your financial life: estate planning, account titling, and beneficiary designations. These details decide whether your loved ones navigate a smooth process or face delays, legal fees, and public
Powered by youtube embed video generator Wealth talk often starts with numbers, but the most honest place to begin is with purpose. When you remove the spreadsheet, what remains are the people you love, the memories you hope they carry, and the values you want to echo after you’re gone.
Powered by youtube embed video generator Private markets promise exclusivity, higher yields, and calm seas when public markets get rough. That story sounds great in a deck; it’s far messier in a portfolio. In our conversation we unpack the difference between classroom narratives and practical reality, especially for younger investors
Powered by youtube embed video generator Gold dominated 2025 as a weaker U.S. dollar, resurgent ETF inflows, and persistent physical demand pushed prices to record levels. The dollar’s slide—its sharpest devaluation in decades—amplified gold through simple denomination effects, while Western investors reversed years of redemptions and restocked ETFs at scale.
Powered by youtube embed video generator Investors eventually feel foolish—on the way up when they sit out rallying markets, or on the way down when they ride losses too far. That tension framed a deep dive into high-yield bonds, equity valuations, and practical hedging. We started with history: from 2007
Powered by youtube embed video generator Markets can glow while the foundation cools. That tension runs through this conversation as we examine euphoric equity pricing against softening real economy data. We discuss how index-level gains mask narrow leadership and why equal-weighted benchmarks tell a more grounded story. Expectations have shifted
Powered by youtube embed video generator Liquid alternatives sit at the intersection of diversification, liquidity, and discipline. They are designed to behave differently from large cap equity beta, which makes them useful when markets become choppy or policy shifts fuel structural inflation. The core idea is simple: hold strategies whose
Powered by youtube embed video generator The debate over how to protect purchasing power is no longer academic; it’s a practical challenge families and planners face each year as goods, services, and big life goals drift further out of reach. This conversation digs into debasement through a simple but powerful
Powered by youtube embed video generator Precious metals sit at the center of a hard question most investors avoid: how do you protect purchasing power in a fiat world built to inflate? The Federal Reserve targets 2 percent inflation, which means a quiet haircut to cash every year. That erosion
Powered by youtube embed video generator Real estate promises something primal: a roof you can touch, an asset with weight, and a story that feels safer than a blinking ticker. That comfort often masks the moving parts that truly drive returns. Two forces sit at the core: inflation and interest
