S3E7: Jason Labrum, Intelligence Driven Advisers

In this episode Drew interviews Jason Labrum, founder and president of Intelligence Driven Advisers. Topics covered include: Covid's disruption on financial services, the public policy response to the pandemic, monetary policy, volatility, active vs. passive managed strategies, rebalancing, portfolio exposure to China and valuations.

WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.

Hosts: Drew Dokken, Grant Collins

Album Artwork: Sam Yarborough

Show Editing and Production: Tavin Davis

Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.

WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Hosted on Acast. See acast.com/privacy for more information.