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JP and Brandon discuss the disproportionate growth of the S&P 500 index, which is heavily influenced by the contributions of only four companies. They also compare the S&P 500 and NASDAQ stock indexes and emphasize the importance of having a balanced and diversified portfolio.
JP and Brandon discuss the disproportionate growth of the S&P 500 index, which is heavily influenced by the contributions of only four companies. They also compare the S&P 500 and NASDAQ stock indexes and emphasize the importance of having a balanced and diversified portfolio.
We host a video series where we dissect financial topics, share money moments, and more. Plus, we just like to have fun.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
Our monthly letters offer financial insight and Conscious Wealth wisdom to inform and delight. You may also receive our favorite recipe of the month or another personal nugget.
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This month our focus will be on exploring the idea of balance in all aspects of our lives. The word balance comes up in so many ways with regard to investing and portfolio management. Even the term “balanced portfolio” has become commonplace in our industry, but I wonder how many people really know what it means.
Read Now >>In this monthly letter, I want to focus on ways that you can practically support the children, grandchildren, or even nieces and nephews in your life to become financially-savvy and prosperous.
Read Now >>Living in Miami Beach I have a front row seat to the great lengths we as humans can go through to slow down aging, but all the skin cream, nip/tuck and aerobic exercise will not make you younger. Time keeps on ticking and nobody gets out of this world alive. Depressing, you may say? Perhaps.
Read Now >>
