Wealthion - Be Financially Resilient
Brandy Maben: How the Wealthy Are Preparing for Volatility, Taxes, and Inflation
May 8, 2025
Brandy Maben, Director at Windrock Wealth Management, shares her expertise on navigating financial uncertainties. She emphasizes that treasuries may no longer be a safe bet and that tax planning takes precedence over market timing. Brandy warns against sitting on cash, which can be riskier, while promoting alternative investments like gold, farmland, and private credit as solid inflation hedges. Additionally, she breaks down common tax strategies and highlights the need for a comprehensive approach to risk tolerance.
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Quick takeaways
- Investors should prioritize tax planning over market timing, as a proactive approach can significantly enhance financial outcomes and resilience.
- Diversifying portfolios with alternative assets like gold and farmland can better protect against inflation and enhance overall investment stability.
Deep dives
Managing Market Volatility
In times of heightened market volatility, focusing on a structured investment plan is crucial for investors. Financial advisors often emphasize sticking to a well-defined strategy established at the beginning of the advisory relationship to navigate uncertainties. Techniques such as holistic planning and tax-smart strategies play significant roles in helping clients maintain peace of mind, even amid market corrections. Alternative investments, like real estate and private credit, provide additional layers of protection and diversification, enabling clients to weather market storms effectively.
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