Managing downside risk in investment portfolios has never been more critical, and our latest episode promises to equip you with the knowledge to safeguard your investments. Inspired by the insights of Warren Buffett and macroeconomists like David Hunter and Jeremy Grantham, Branden and guest Ben Reppond of Reppond Investments address the potential end of a 42-year secular cycle and the ominous market decline predicted by 2025. We scrutinize traditional methods like bond funds and reveal why they might not be the safe havens you expect.
Next, we take you through strategies that blend defense and offense, ensuring a balanced approach to risk and growth. Leveraging modern tools like AI in investment models, we delve into cycle analysis and momentum strategies, emphasizing the integration of growth and value proxies. Practical advice on staying prepared for market shifts and achieving an optimal pain-to-gain ratio is also on the agenda, offering you a comprehensive framework for resilient portfolio management.
Finally, we share a compelling narrative of transitioning from business ownership to money management, sparked by the 2007 market collapse. This personal journey underscores the importance of a tactical strategy that balances risk and growth, especially for those nearing retirement. Real-life examples illustrate the emotional challenges of investing and the necessity of clear re-entry rules. Tune in for valuable insights and actionable strategies to navigate financial volatility and protect your long-term financial security.
Contact Du Charme Wealth Management here:
https://www.ducharmewealth.com/
Find Ben's YouTube Channel here!:
https://www.youtube.com/@UCalCUpbek2PBFnc1PuR4JPQ
DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.