On This Episode:
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. This investment approach is built on the principle of diversification, aiming to remove the guesswork often associated with market predictions. It emerged as a response to the changing financial landscape following events like the COVID pandemic, where traditional investment allocations, such as the 60% stock and 40% bond mix, failed to deliver expected returns.
Today’s episode will try to lay it all out for you but leave a comment or get in touch if you have any questions.
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
Resources:
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