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14 11, 2024

Episode 12: The Power of Diverse Perspectives | With Tammy Buss

By |2025-05-13T10:30:48-04:00November 14th, 2024|Podcasts, Video|

The conversation delves into the complexities of perspectives and opinions, examining how they shape our understanding and interactions. It highlights the importance of diverse viewpoints and the potential conflicts that arise from differing opinions, ultimately emphasizing the need for effective communication and resolution strategies. Chapters 00:00 Introduction to Business Succession [...]

4 11, 2024

Balanced Portfolios Are Failing Investors: Why a New Strategy Is Essential in Today’s Market

By |2024-11-04T16:13:30-05:00November 4th, 2024|Blog, In the News|

Miami, Florida – The traditional balanced portfolio, long touted as a reliable strategy for investors, is no longer delivering the expected returns. Recent market conditions—marked by rising inflation, economic uncertainty, and ongoing volatility—have exposed significant flaws in the widely accepted “60/40” portfolio model of stock and bond allocations. Investors seeking security and steady growth are [...]

17 10, 2024

Episode 10: Music Royalties | With Michael Baker

By |2024-10-17T16:11:32-04:00October 17th, 2024|Podcasts, Video|

This webinar explores the investment potential of music royalties as an alternative asset class. Michael Baker from ICM Asset Management discusses the mechanics of music royalties, the impact of streaming on the music industry, and the unique investment strategies employed to acquire music catalogs. The conversation also addresses the risks [...]

3 10, 2024

Episode 9: Dr. Horace “Woody” Brock – October 3, 2024

By |2024-10-03T10:12:27-04:00October 3rd, 2024|Podcasts, Video|

In this conversation, Dr Woody Brock discusses the current economic landscape, emphasizing the diminishing influence of the Federal Reserve, the complexities of political dynamics, and the implications of rising debt and inflation. He explores the evolution of capitalism, the importance of innovation, and the risks posed by global political instability. The discussion also [...]

2 10, 2024

Why Balanced Portfolios have failed and what can allocators do about it

By |2024-10-02T13:31:12-04:00October 2nd, 2024|Blog|

We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]

13 08, 2024

Episode 5: John Ing – August 8, 2024

By |2024-10-03T10:12:45-04:00August 13th, 2024|Podcasts, Video|

In this podcast episode, Dave MacNicol interviews John Ing from Maison Placements, an expert in the precious metal space. They discuss the history and significance of gold as a hedge against inflation and currency debasement. They also explore the impact of government budget deficits and the role of cryptocurrencies in the current financial landscape. [...]

25 07, 2024

Episode 4: Connor Investment | Land Banking – July 25, 2024

By |2024-10-03T10:12:59-04:00July 25th, 2024|Podcasts, Video|

Paul Connor and Philip Guyton from Connor Investment Real Estate discuss their land investment strategy in Texas. They focus on capital and investments in residential and industrial opportunities, primarily in Texas and the southeast side of the United States. They highlight their three core styles of investment: land banking, direct equity investments in master [...]

18 07, 2024

Episode 3: Dr. Vu Kiet Tran – July 18, 2024

By |2024-10-03T10:13:07-04:00July 18th, 2024|Podcasts, Video|

Dr. Vu Tran, a physician and MBA holder, discusses the importance of financial wellness for healthcare professionals. He highlights the common mistakes made by medical professionals, such as neglecting personal finance, not understanding financial products, and falling victim to scams. Dr. Tran emphasizes the need for financial fluency and the [...]

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