Matt Ingram

Matt Ingram, a financial adviser from North Haven Financial Management, shares insights on global markets reaching record highs. They discuss the importance of international investing strategies and evaluate a community member's portfolio, offering tailored advice on growth versus income-focused options. Ingram tackles ethical investing's current state, explaining the evolution of ESG terminology and investment screening methods. Additionally, the conversation highlights the potential for incorporating Bitcoin in a balanced portfolio.

Join financial advisor Matt Ingram, partner at Northhaven Financial Management, as he tackles two pressing questions: should you invest inside or outside superannuation, and what's the better option—property or stocks? Matt breaks down the intricacies of managing super and introduces the concept of debt recycling, showcasing its benefits for younger investors. He emphasizes the importance of understanding personal investment strategies and the psychological factors influencing investor behavior, making financial wisdom accessible to all.

Financial adviser Matt Ingram joins to provide insights into the recent Bitcoin bear market and its causes, including risk sentiment and profit-taking. They explore the exciting decline in US obesity rates thanks to GLP-1 drugs and how it impacts stocks like Eli Lilly and Novo Nordisk. Matt offers practical advice on refining listener portfolios, emphasizing diversification and managing stock weightings. His review of a listener's portfolio highlights the importance of balancing direct stock investments with ETFs for optimal exposure.

In this engaging discussion, expert Matt Ingram from North Haven Financial Management reviews community portfolios and provides strategic insights. They dive into the booming Chinese EV market, spotlighting BYD's game-changing success over Tesla in Australia. The conversation also navigates the emotional challenges of stock trading and shares fascinating trends from Oscar Health and Duolingo. Additionally, concerns about AI chatbots for children are examined, showcasing the complexities of modern investing and technology.

Matt Ingram, a financial adviser and partner at Northhaven Financial Management, shares insights on building tailored portfolios for different life stages. He emphasizes the importance of simplicity in investment strategies and how combining passive ETFs with active managers can optimize performance. Matt discusses age-specific asset allocations, such as shifting towards defensive assets for pre-retirees and the necessity of holding cash in every portfolio. He also explores strategies for managing lump sum inheritances and the overall role of an adviser versus fund managers.