Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 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
2:20 – Action Items
3:03 – Charitable Giving & Tax Strategies
4:33 – Market Overview & Recent Trends
7:05 – Investor Behavior & Market Pullbacks
12:57 – Risk Tolerance & Investment Strategies
16:15 – Potential Causes for Market Pullbacks
22:35 – Opportunities in Tech & Robotics
25:51 – The Future of Jobs & AI Impact
37:07 – Closing Thoughts
Visit www.denverwealthmanagement.com to schedule a free consultation.
