Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport Over the past three years, the S&P 500 has gained roughly 75% – well above its long-term average. For investors managing significant wealth, that raises an important question: What might history tell us about what typically follows periods of strong returns?In this episode of News vs. Noise, you'll get behind-the-scenes insights from experienced advisors who work with high-net-worth families and legacy-focused investors navigating volatile markets.🧠 Here's What You'll Learn in This Video:What past market surges have meant for future volatilityWhy some institutional investors are showing caution after strong gainsHistorical trends following multi-year bull marketsWays investors can stay disciplined if markets turnWhy valuation metrics appear stretched in some sectors (including AI & tech)Common pitfalls investors face after periods of strong returnsHow long-term liquidity planning can help families weather volatilityKey priorities for legacy-minded investors amid current uncertaintyWhether you're managing a $5M+ portfolio or overseeing a $50M+ family enterprise, this conversation provides perspective for those focused on long-term stewardship and legacy planning. 🕒 Timestamps 0:00 - S&P 500: +20% Per Year?!0:40 - Quick Disclaimer1:20 - News or Noise?2:10 - Can This Growth Last?3:00 - History Repeats Itself?4:30 - Fed Moves Matter6:00 - Are Stocks Overpriced?7:40 - Is This Another Tech Bubble?8:20 - "This Time Is Different"?9:20 - Index vs. Smart Picks10:20 - Tech Mania Again?12:00 - Why Bear Markets Are a Healthy Part of Market Cycles13:30 - What Real Strategy Looks Like14:30 - How Panic Destroys Wealth15:40 - FOMO Investing Risks16:30 - Buffett’s Lesson on Crashes17:00 - Playing Defense with Cash17:30 - Are We Doing It Right?18:30 - Data-Driven Decisions19:00 - Building a Smarter Playbook19:50 - Get the Rich Report20:20 - See You Next TimeParadiem, LLC dba Intentional Ownership (“IOWN”) is a Registered Investment Adviser. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any security. Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. Before making any financial decisions, please consult with your financial advisor.#StockMarket2025 #BearMarketPrep #SmartMoneyMoves #WealthStrategy #LegacyPlanning #SP500Analysis #HighNetWorthFamily #Paradiem #NewsVsNoise #InvestmentOutlook

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