Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 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 & Action Items
6:34 – Investment Market Overview & Economic Insights
12:44 – Stock Selection & Investment Strategies
19:51 – Valuations & Market Trends
28:36 – Interest Rates & Bond Strategies
37:41 – Final Thoughts
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