Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.
0:00 – Introduction to Investment Insights
1:58 – Understanding Risk Tolerance
2:55 – Embracing Artifical Intelligence in Business
4:01 – Market Overview & Recent Trends
7:02 – Analyzing Job Reports & Economic Indicators
10:08 – Investment Strategies Amid Market Fluctuations
13:13 – Expectations for Fed Rate Cuts
19:15 – Corporate Earnings & Market Strength
23:19 – Final Thoughts on Financial Planning
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