• An Investment Framework That Takes Guessing & Predicting Out of the Equation

  • Jan 2 2025
  • Duración: 20 m
  • Podcast

An Investment Framework That Takes Guessing & Predicting Out of the Equation

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  • Resumen

  • In a world where market volatility and economic uncertainty are always present, finding a reliable investment strategy has become as important as ever. That’s where our ‘All-Season Framework’ comes into play, and it’s something we’ve developed to help investors navigate all types of economic conditions.

    In this episode, we’ll have another roundtable discussion to explain this unique approach and how it’s designed to generate consistent returns. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP®, who help clients apply this strategy to their portfolio.

    Here’s what we cover in this episode:

    0:00 – Intro

    1:05 – The All-Season Framework

    3:27 – Multi-Asset Strategy Graph

    6:22 – Minimizing Risks

    8:22 – Downsides

    9:54 – Chasing returns

    15:46 – Why it’s unique


    Connect with us:

    Web: https://wyzewealthadvisors.com/
    Phone: 724-271-7019

    Watch the show on YouTube: https://bit.ly/3Ssra3H
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