EP:170 - October Investment Insights

24/10/2025 42 min Temporada 1 Episodio 170
EP:170 - October Investment Insights

Listen "EP:170 - October Investment Insights"

Episode Synopsis

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 2:20 – Action Items 3:03 – Charitable Giving & Tax Strategies 4:33 – Market Overview & Recent Trends 7:05 – Investor Behavior & Market Pullbacks 12:57 – Risk Tolerance & Investment Strategies 16:15 – Potential Causes for Market Pullbacks 22:35 – Opportunities in Tech & Robotics 25:51 – The Future of Jobs & AI Impact 37:07 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.