Successful investing is often achieved by keeping a long-term view and building strategies that match that time horizon. As we look ahead at the decade to come, is your portfolio in a position to thrive or dive? In this video, Ryan is joined again by Ron and Nick to talk about expected returns over the next 10 years and how we evaluate different asset classes for our clients.

We’re going to discuss the importance of understanding market outlooks, the calculation of expected returns for various asset classes, and how these insights can influence strategic asset allocation. With a focus on bonds, stocks, and emerging markets, this show will help set realistic expectations for investors and the methodologies used to derive these projections. Tune in for valuable insights that can help shape your investment decisions over the next decade!

Here’s what we cover in this episode:

0:00 – Intro

1:13 – What’s important with outlooks?

5:20 – Expected returns

9:19 – Research

13:53 – Projections

16:33 – Asset classes

22:55 – Designing a portfolio

29:41 – Working with clients

Connect with us:

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

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

It’s been a busy six weeks to start 2025 but few things have gotten the attention of investors as tariffs. The opinions about the effectiveness of tariffs are wide-ranging so we’re going to take both sides of the argument today on our roundtable discussion.

Ron Wyatt, CFP®, CIMA®, CPWA® takes the role of pro-tariff while Nick Lewandowski, CFA®, CFP® argues from the anti-tariff perspective. This dynamic setup allows for a balanced exploration of the implications tariffs have on the economy, consumer prices, and national security.

Here’s what we cover in this episode:

0:00 – Intro

1:57 – What are tariffs and why use them?

2:22 – Why they’re good

4:05 – Why they’re bad

6:48 – Political tool

7:57 – Taxes

9:10 – Impact on the market

12:30 – Tariffs impacting tech stocks?

14:26 – Bond markets

16:48 – Our investment strategy

Connect with us:

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

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

When you work with Wyze Wealth Advisors, you get access to our proprietary stock strategy that we’ve managed in-house for over a decade. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to unpack the philosophy and mechanics behind Wyze Design Direct.

Discover the driving factors behind higher expected returns, including profitability and valuation, and how this proprietary approach aims to deliver superior risk-adjusted returns for clients.

Here’s what we cover in this episode:

0:00 – Intro

1:01 – How this was developed

6:48 – Building the portfolio

12:17 – Risk

15:02 – What makes it proprietary?

21:47 – Drawbacks and risks

26:49 – Taxes and fees

29:05 – How does this compare

Connect with us:

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

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