Shows
Ask AvidianPrivate Client Report Insights, SaaS-pocalypse, and Middle East Conflict ImpactsIn this episode of the Ask Avidian podcast, Jake Borbidge (Chief Investment Officer) and Andrei Costas (Portfolio Manager) share key insights from Avidian's Private Client Report. They recap 2025 market volatility driven by policy shifts and tariffs, while highlighting the benefits of diversification and opportunities in private markets.They then address the SaaS-pocalypse: AI-driven concerns disrupting traditional software moats and public SaaS stocks. They explain why private credit exposures, through diversified lending, remain more resilient due to shorter loan terms and strong protections.Finally, they examine the escalating US-Israel-Iran conflict, focusing on energy market risks. These...
2026-03-0939 min
The Advisor BlueprintAre You a Name or Just a Number?Are you just a badge number on a spreadsheet... or a valued name on the team? In this eye-opening episode of The Advisor Blueprint, hosts Jim Atkinson and Jordan Christa dive deep into the real differences between big corporate firms and smaller, independent RIAs.Jim shares his unforgettable badge number (A267262) and the feeling of being "just a number" at a massive financial services firm. They explore why so many top advisors eventually break away to independents: real relationships, autonomy, faster career acceleration, proximity to leadership, and meaningful impact—versus layers of bureaucracy, red tape, and false se...
2026-03-0920 minThe Advisor BlueprintHow Advisor Retirements Are Fueling Deals And Why Avidian Is Built For The MomentIn this episode of The Advisor Blueprint, Jim Atkinson (Head of M&A at Avidian Wealth Solutions) and Jordan Christa explore how the wave of advisor retirements is fueling RIA M&A. Many firms lack succession plans, turning retirement into the top driver of deals and a key liquidity event.They cover why retiring advisors often search 5–7 years for the right partner, the critical role of book alignment over culture, how client demographics and next-gen connections affect valuations and retention, and the value of a strong G2 bench.Jim explains what sets Avidian apart: eliminating co...
2026-02-1119 minAsk AvidianNavigating 2026's Market MayhemIn this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering:President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking debates on Fed independence and a more hawkish policy stanceLimited expectations for near-term rate cuts amid the leadership transitionThe dramatic commodities crash in gold and silver, pulling back sharply from their 2025 record highsOngoing pressures in the tech sector driven by massive AI capital expenditure (CapEx) burdensConcerns over eroding software moats as viral personal AI agents lower barriers to entryThe blockbuster SpaceX-xAI merger, valuing the combined entity...
2026-02-0630 minThe Advisor BlueprintThe Hidden Downsides of Private Equity in RIAs: Why Employee-Owned Firms Are Pulling Ahead in 2026Hosts Jordan Christa and Jim Atkinson (Head of M&A and Managing Partner at Avidian Wealth Solutions) team up with Chris Brown, a 20+ year RIA expert who built, sold, and led inside a major private equity-backed platform.Chris delivers an unfiltered insider view on why private equity often falls short: overhyped growth promises that don't deliver, immediate loss of advisor autonomy, profit-margin obsession that harms client experience, equity value eroded by fees and carried interest, risky re-trading tactics, and short-term flips that prioritize exits over long-term success.In contrast, as consolidation surges in 2025, employee-owned RIAs...
2025-12-1921 min
Ask AvidianUnpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMANJoin Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LANDMAN.The discussion centers on a massive insurance payout exceeding $400 million for a destroyed offshore oil rig—diverted through a separate entity into illiquid private investments, with ties to tax strategies like asset depreciation, reinvestment loopholes, and captive insurance structures.Jake and Robert separate dramatic flair from financial reality, exploring how large insurance claims ar...
2025-12-1715 minAsk AvidianPrivate Equity Invades College Sports, Fed Rate Cuts, and Critical Year-End Tax MovesIn this timely end-of-year episode, CIO Jake Borbidge and Head of Financial Planning Robert Palmer discuss the landmark deal where a private equity firm invested $500 million for a significant non-controlling interest in the University of Utah athletics, marking the first time a public university has brought in PE capital for its sports program. They break down the rapid rise of sports as an investable asset class, examine liquidity realities, and explore the potential conflicts that arise when public institutions mix with profit-driven investors.The conversation then turns to current markets, including the Fed's latest rate cut, mixed...
2025-12-1240 minThe Advisor BlueprintWhy Most RIAs Will Stall in 2025 (And How the Smart Ones Will Explode)The M&A headlines are loud, but the real organic growth in 2025 is being decided right now in the trenches. Host Jordan Christa and Jim Atkinson, Managing Partner and Head of M&A at Avidian Wealth Solutions, pull back the curtain on the four forces actually reshaping advisory firms today:The advisor workforce is shrinking fast — 100,000+ expected to retire this decade — and firms aren’t just replacing bodies, they’re reinventing roles around emotional intelligence + tech fluencyAI isn’t a shiny object anymore; it’s becoming table-stakes for compliance, onboarding, and freeing advisors to do higher-value work (some firms are al...
2025-12-1213 minThe Advisor BlueprintThe Invisible Ladder: Why Most Succession Plans Die Before They StartEvery advisor claims they want a successor… yet 90% of “partnership tracks” collapse before they ever get off the ground.In this candid, no-filter episode, Jordan Christa puts Avidian Wealth Solutions’ Managing Partner and Head of M&A, Jim Atkinson, in the hot seat and makes him spill the hard truths he’s learned from hundreds of advisor conversations and dozens of transitions.You’ll hear exactly why most G2 dreams fail, and how Avidian has quietly built one of the most reliable succession machines. If you’re a growth-oriented advisor managing $20M–$250M+ AUM and you’re tired of...
2025-12-1119 minAsk AvidianBill Audits, Shutdowns, and Santa RalliesOn this episode of Ask Avidian, the guys cover practical personal finance steps—from auditing expenses to using modern family office tools—to streamline cash flow and simplify money management. We break down key market themes, including the muted impact of the government shutdown, behavioral finance dynamics, inflation pressures, Fed policy signals, and the Q4 outlook. We also explore private markets, highlighting AI-driven venture trends, rising private credit risks, and the importance of strong due diligence as alternatives become more accessible to investors.Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for...
2025-11-2538 minThe Advisor BlueprintWhy Succession Fails Before It Starts: Building Leaders Long Before Ownership Changes HandsMost RIA founders spend decades building their firm only to watch succession plans collapse because they search for a "ready" successor instead of deliberately growing one. In this episode, hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, the RIA Matchmaker, expose the myths that derail succession: the illusion of the ready successor, founders hoarding judgment, and handing over equity before leadership is proven. Learn why successors must be built through apprenticeship and shared decision-making years in advance, and the actionable steps you can take today to make transition inevitable instead of impossible.Disclaimer:
2025-11-2514 minThe Advisor BlueprintThe AUM Wall Every Growing RIA Hits (and How to Break Through It)Why do so many successful advisory firms suddenly stall at $150M, $300M, $500M, or $1B+ in AUM? Hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, the RIA Matchmaker, reveal the four hidden problems that create the infamous "AUM Wall": the founder bottleneck, missing management layers, outgrown org charts, and failing to delegate by design. Discover practical, battle-tested strategies (from tracking every task you touch to redesigning your future-state org chart and adding real management) so you can smooth the growth curve, reclaim your time, and scale without the painful plateaus.Disclaimer: ...
2025-11-2523 min
The Advisor BlueprintHiring Headaches in Wealth ManagementShifting gears to the people side, scaling a financial advisory firm feels like herding cats in a thunderstorm, especially for client-facing roles. Broadly, the industry's screaming for folks who aren't just skilled but fit: empathetic, tech-savvy team players who thrive on variety (one day it's client calls, next it's CRM wizardry). The real kicker? Retention's the secret weapon. Firms that excel treat their support staff like co-pilots, not sidekicks, offering clear growth lanes (such as advisor tracks or operational mastery), cutting-edge technology to ease the workload, and compensation that rewards the firm's successes.Disclaimer: Avidian...
2025-11-1730 min
The Advisor BlueprintBecome Un-Ignorable: The Neuroscience Hack That Turns Advisors into Client MagnetsIn a sea of "holistic," "fiduciary," and "client-first" advisors all singing from the same credential choir, why do some firms explode with growth while others grind endlessly? Dr. Joshua Wilson, PhD in behavioral finance and founder of NeuBeFi, reveals the shocking truth: Marketing isn't broken—marketability is. Drawing from his journey building and selling advisory firms, Dr. Wilson uncovers the brain science behind resonance—the gut-level connection that makes prospects lean in before you ever pitch. This episode dives deep into why left-brain tactics (features, proofs, and endless campaigns) fail in a noise-saturated world dominated by AI...
2025-11-0336 min
Ask AvidianLogan Henderson from GridlineIn this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform leverages AI for efficient deal evaluation, delivers real-time portfolio transparency, and prioritizes high-quality fund managers to mitigate risks associated with overly accessible vehicles that may encounter liquidity constraints.Learn more about Gridline: gridline.coGridline Advisors, LLC is a registered investment adviser. This podcast is for informational purposes only and should not be construed as investment advice or an offer to...
2025-10-1621 minThe Advisor BlueprintJason Westover, Pareto SystemsHosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, The Wealth Management Matchmaker, welcome Jason Westover, an AI expert with over 20 years in financial services from Pareto Systems. In this insightful episode, they dive into how AI is evolving beyond the limitations of robo-advisors to deliver hyper-personalized client experiences, automate workflows, and boost advisor productivity. Topics include practical starting points such as content generation and research, the rise of AI agents for tasks like client onboarding and FAQs, the human capital implications of advisor retirements, profitability gains through enterprise value, and key ri...
2025-10-1022 minThe Advisor BlueprintThe Grey WaveDisclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein...
2025-09-2217 minAsk AvidianDecoding Fed Moves and Exploring Wealth StrategiesIn this episode of the Ask Avidian podcast, Robert Palmer, Director of Financial Planning, and Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, dive into the implications of the recent Federal Reserve rate cut and its impact on markets, investments, and personal finance. From the thawing IPO market to private credit strategies and business exit planning, they explore how economic shifts influence wealth management decisions. With practical insights on tax optimization, mortgage trends, and navigating liquidity events, this episode offers valuable guidance for investors and business owners alike.Disclaimer: Avidian Wealth Solutions i...
2025-09-1834 minAsk AvidianAI, Taylor Swift, and Government Investments: Unpacking Today’s Economic TrendsIn this episode of the Ask Avidian podcast, hosts Robert Palmer and Jake Borbidge dive into the latest economic and tech trends shaping the world. From the surprising efficiency of Chinese AI in coding to its potential limitations under censorship, they explore how AI is evolving globally. The conversation shifts to Taylor Swift’s engagement and its unexpected economic ripple effects, from wedding industries to household formation. Plus, they tackle the U.S. government’s controversial investment in Intel, debating its implications for national security, crony capitalism, and market dynamics. Disclaimer: Avidian Wealth Solutions is a reg...
2025-09-0535 minAsk AvidianPowerball Pitfalls, Private Markets, and NFL BillionsOn this episode of Ask Avidian: What are the risks of hitting the $1.7 billion Powerball jackpot? How big players like Goldman Sachs and T. Rowe Price are making private market investments a hot new option for your 401(k). Plus, with the NFL season starting, why are the Dallas Cowboys worth a jaw-dropping $13 billion, even if they don’t always win?Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any spe...
2025-09-0530 minAsk AvidianNavigating Risks and Opportunities: The Avidian Mid-Year OutlookChief Investment Officer Jake Borbidge and portfolio manager Andrei Costas revisit Avidian’s January predictions—what played out, what didn’t, and the forces shaping the rest of the year. From tariffs and inflation to AI infrastructure, energy, and global growth, they share where they see risks, opportunities, and trends that could define the markets in 2025.Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Invest...
2025-08-1437 minAsk AvidianOne Big Beautiful PodcastIn this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the workplace. They also unpack the One Big Beautiful Bill Act (OBBBA), detailing its key provisions, including permanent standard deductions, new charitable contribution rules, increased estate tax exemptions, expanded SALT deductions, and small business tax incentives. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any s...
2025-07-1839 minAsk AvidianCheeseburger in Tax Paradise? Wealth Strategies for the EliteIn this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legislative shift that could make private credit as tax-efficient as REITs, boosting returns and portfolio flexibility. The discussion covers a historic budget surplus fueled by IRS collections, market strength despite tariff and geopolitical challenges, and the risks of overreacting to all-time market highs. They wrap up Jimmy Buffett’s $275M estate dispute and emphasize precise estate planning to avoid conflicts. Disclaimer: Avi...
2025-07-0131 min
Fuel Your Mind With The Most Addictive Full Audiobook Today!Avidian by Ashley O'DonovanPlease visithttps://thebookvoice.com/podcasts/2/audible/58183to listen full audiobooks.
Title: Avidian
Series: The Demon and the Savior, Book 1
Author: Ashley O'Donovan
Narrator: Leah Voysey
Format: mp3
Length: 11 hrs and 43 mins
Release date: 05-23-25
Ratings: 5 out of 5 stars, 5 ratings
Genres: Fantasy
Publisher's Summary:
I can see the dead. They tell me their secrets. But this time, their secrets might get me killed. My name is Kat Sinclair, and the Volkov family owns me. People like me, born with special abilities, are called Avids. But my gift doesn’t spare me from the demands of Marco Volkov, the ruthless family pa...
2025-05-2311h 43Immerse Yourself In A Full Audiobook That Is Simply Vivid.Avidian by Ashley O'DonovanPlease visithttps://thebookvoice.com/podcasts/2/audible/37348to listen full audiobooks.
Title: Avidian
Series: The Demon and the Savior, Book 1
Author: Ashley O'Donovan
Narrator: Leah Voysey
Format: mp3
Length: 11 hrs and 43 mins
Release date: 05-23-25
Ratings: 5 out of 5 stars, 5 ratings
Genres: Genre Fiction
Publisher's Summary:
I can see the dead. They tell me their secrets. But this time, their secrets might get me killed. My name is Kat Sinclair, and the Volkov family owns me. People like me, born with special abilities, are called Avids. But my gift doesn’t spare me from the demands of Marco Volkov, the ruthless fa...
2025-05-2311h 43Press Play On This Breakthrough Full Audiobook — Perfect On A Rainy Day.Avidian by Ashley O'DonovanPlease visithttps://thebookvoice.com/podcasts/2/audible/58494to listen full audiobooks.
Title: Avidian
Series: The Demon and the Savior, Book 1
Author: Ashley O'Donovan
Narrator: Leah Voysey
Format: mp3
Length: 11 hrs and 43 mins
Release date: 05-23-25
Ratings: 5 out of 5 stars, 5 ratings
Genres: Science Fiction
Publisher's Summary:
I can see the dead. They tell me their secrets. But this time, their secrets might get me killed. My name is Kat Sinclair, and the Volkov family owns me. People like me, born with special abilities, are called Avids. But my gift doesn’t spare me from the demands of Marco Volkov, the ruthless fa...
2025-05-2311h 43Ask AvidianMarket Rebound Insights: Buffett’s Transition, Tariff Updates, and 401(k) OpportunitiesThis week, Jake and Robert explore the recent global market rally, driven by a U.S.-China S&P streak. They also discuss the trade truce, Warren Buffett’s unexpected Berkshire Hathaway exit, and its ripple effects on investors. Plus, they explore new 401(k) rules that unlock alternative investments like real estate and credit, potentially diversifying your retirement strategy. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or...
2025-05-1627 minAsk AvidianNavigating Market Volatility: Smart Investing Strategies for Uncertain TimesIn this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP.They examine the impact of bearish headlines on investor sentiment, referencing a recent report indicating a 45–60% recession probability within 12 months and a 32% decline in consumer expectations.Key topics include tax-loss harvesting, Roth conversions, and portfolio rebalancing as potential tools to manage risk and improve tax efficiency during periods of market decline. The discussion also covers strategies for adjusting portfolios in re...
2025-05-0128 minAsk AvidianTrade Wars or Tough Talk? Trump 2.0 Cracks a Window to StagflationNew US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Learn why Mexico and Canada might be benefiting, how traditional diversification is playing out, and what rising consumer debt could mean for the economy. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk a...
2025-04-0419 minAsk AvidianMoney, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried InterestIn this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth transfer and how ultra-high-net-worth families might benefit. They also examine the carried interest loophole and whether upcoming reforms could change that. Finally, they discuss government efficiency and its potential impact on interest rates and economic growth, even touching on Elon Musk’s recent comments about spending cuts and borrowing costs. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is...
2025-02-2134 minAsk AvidianBuilding Legacies: Wealth, Wisdom, and the Next GenerationWealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising the next generation’s values, ambition, or happiness. They discuss the importance of financial education, responsible delegation, and instilling purpose in wealth inheritance. From real-world examples of success (and failure) to practical estate planning and trust structuring strategies, this episode is packed with insights for families looking to secure their financial future while preserving what truly matters. Disclaimer: Avidian W...
2025-02-0621 minAsk AvidianAI Shakeups, Market Wake-Ups, and the Tariff TightropeIn this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the high-stakes game of tariffs between the U.S., China, Canada, and Mexico. They break down the Deep Seek announcement and its ripple effects on the AI and semiconductor industries, analyze the evolving investment landscape, and discuss where savvy investors should look next. Plus, they touch on the strategic M&A moves that could shape the markets in 2025 and beyond. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Inf...
2025-02-0628 minAsk AvidianWhat's Fueling Market Optimisim in 2025?In this episode, the Ask Avidian Podcast welcomes Portfolio ManagerAndrei Costas. Andrei and Jake reflect on 2024 and discuss what lies ahead for 2025. Despite initial market volatility, 2024 ended with strong growth, robust labor market performance, and impressive returns across equities and alternatives, particularly in private credit. However, challenges remained in long-duration treasuries and real estate, which may now present attractive entry points for long-term investors.Looking ahead, optimism for 2025 is fueled by pro-growth policies and potential regulatory changes under a new administration. While elevated valuations and inflationary pressures pose risks, diversification and careful allocation to alternatives...
2025-01-0930 minAsk AvidianPost Election: Tariffs, The Fed Chair, and Potential Tax IncreasesAvidian CIO Jake Borbidge and Director of Financial Planning Robert Palmer host a post-election discussion. Topics include the impact of tariffs on the U.S. economy, market reactions post-election, and the influence of the president on the Federal Reserve. They also delve into the historical use of tariffs, their economic implications, and the potential benefits and drawbacks for different sectors.Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities...
2024-11-1522 minAsk AvidianThe Investment Black BoxJake and Robert discuss the investment black box. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser a...
2024-11-0628 minAsk AvidianDon't Let the Noise Derail Your Financial PlanIn this episode, Robert Palmer and Jake Borbidge discuss the recent Federal Reserve rate cut and its implications for investors. They emphasize the importance of staying calm and focused on long-term financial goals despite the market fluctuations often caused by such economic events.Don't Listen to the Noise: The financial world can be filled with conflicting opinions and predictions. It's crucial to avoid getting caught up in the noise and to focus on your individual financial plan.Continue to Follow Your Financial Plan: A well-crafted financial plan is designed to weather various market conditions...
2024-09-1929 minAsk AvidianFrom Kitchen to Table: The Journey of Your PortfolioHave you ever wondered why your investment portfolio doesn't always perform as expected?Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult...
2024-09-0515 minAsk AvidianObtaining a Family Office Without Being A BillionaireA new article says that ultra-rich families are set to control $9.5 trillion by 2030—but where does that leave the average family or business owner in the under-500 million dollar range? Jake and Robert talk about Avidian's family office environment. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law fir...
2024-09-0518 minAsk AvidianDon’t React When the Market OverreactsThis week, Jake and Robert discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to your financial plan. Website: https://avidianwealth.com/ About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/ About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for th...
2024-08-0511 minAsk AvidianDon’t React When the Market Overreacts.This week, Jake and Robert talk about the recent market turmoil and discuss how to navigate moving forward. They shead light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and stucking to your financial plan. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or...
2024-08-0211 minAsk AvidianThe AI Related Theme Few Investors Are WatchingIn this episode, Jake and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However, there's more to the AI investment story. Join us as we discuss why infrastructure might be the next big play in the AI market and how savvy investors can position themselves to ride this wave. Tune in for insights on the future of AI and the power behind its evolution.Website: https://avidianwealth.com/About J...
2024-07-3114 minAsk AvidianRising Tides Don’t Lift All ARKK'SJake and Robert discuss the differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value investing in today's market.Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase...
2024-07-1916 minAsk AvidianAre Private Equity-Owned Advisors Bad for Your Portfolio?Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
2024-07-1511 min
Ask AvidianI'm A 401K Millionaire, Now What?Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments...
2024-06-0509 min
Ask AvidianWhy Long-Term Investors Don't Need to Watch the MarketJake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss why long-term investors can afford to detach themselves from the daily noise of the market. This detachment allows them to focus on the fundamental principles driving their investments rather than being swayed by short-term volatility. Website: https://avidianwealth.com/About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and...
2024-05-1515 min
Ask Avidian3 Things You Should Know Before Owning a Second HomeJake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, explore the three crucial questions every high-net-worth individual should know before owning a second home. From financial implications to lifestyle factors, they provide a comprehensive guide to help listeners make informed decisions about their next big purchase. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk a...
2024-04-2525 min
The STA Money HourThe Money Hour - Avidian Wealth - 12162021The Money Hour - Avidian Wealth - 12162021 by Avidian Wealth Solutions
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2021-11-1740 minThe STA Money HourThe Money Hour - Avidian Wealth - 11122021Scott Bishop, Executive Director of Wealth Solutions for Avidian Wealth Solutions, hosts a special edition of The Money Hour with Tax, Retirement and Financial Planning Guru Jeffrey Levine, CFP®, CPA/PFS, CWS and AIF. On today’s show, Scott and Jeffrey went into details on both the current status of the President Biden's Build Back Better Act and updates on what you should be considering for year-end tax and financial planning.
2021-11-1240 minThe STA Money HourThe Money Hour - Avidian Wealth - 11112021The Money Hour - Avidian Wealth - 11112021 by Avidian Wealth Solutions
2021-11-1240 minThe STA Money HourThe Money Hour - Avidian Wealth - 11102021The Money Hour - Avidian Wealth - 11102021 by Avidian Wealth Solutions
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2021-09-1538 min
The Diamond Podcast for Financial AdvisorsBreaking Up: A Former $750mm UBS Advisor’s “Split” for Independence
A conversation with Robert Harris, Senior Wealth Advisor, Avidian Wealth Solutions
Many top teams are built on synergistic dynamics—where one advisor’s talents are complemented by another’s. These partnerships can provide the shared expertise that results in better service for clients and greater success for the business overall.
But, like any relationship, there often comes a point where partners may find themselves on different pages. And it’s particularly common when considering the future of the business.
That is, one may feel that the firm no longer serves them and it’s tim...
2021-07-1544 min
The Money HourThe Money Hour 03-25-2021Avidian Wealth Solution's Max Gains and Kevin Lennox host a daily show designed to help listeners maintain and grow their personal wealth.
2021-03-2540 min
2021-03-1940 min2021-03-1841 minThe Money HourAvidian Money Hr 03 17 2021Avidian Wealth Solution's Max Gains and Kevin Lennox host a daily show designed to help listeners maintain and grow their personal wealth.
2021-03-1740 minThe Money HourAvidian 03-16-2021Avidian Wealth Solution's Max Gains and Kevin Lennox host a daily show designed to help listeners maintain and grow their personal wealth.
2021-03-1640 min
The Money HourAvidian Money Hr 03 15 2021Avidian Wealth Solution's Max Gains and Kevin Lennox host a daily show designed to help listeners maintain and grow their personal wealth.
2021-03-1540 min