Five Questions Grayhawk Wealth

What’s driving the turmoil in today’s market environment and what seems materially different than what we’ve experienced in past downturns?  Join President and Co-CEO Peter Mann and Chief Investment Officer, Greg Gipson on this episode of Five Questions as they delve into a discussion on why this market downturn is different and what Grayhawk is doing to take advantage of the opportunities that are emerging through this period of volatility.

Peter and Greg address these questions and share their thoughts on how Grayhawk is applying its disciplined processes and practices to balance both risk and return.

Are you ready to make decisions as a family? How do you prepare your family and next generation for what the future holds around your family’s wealth?  Join Chief Experience Officer, Allison Comeau and special guest, Patrick O’Connor, Founder of Blackwood Family Enterprise Services as they delve into the importance of planning with your family, and not for your family.  What are the key success factors?  When is it the right time to start planning? What role does family values play and how important is it to have defined your vision?  How should you approach making complex decisions and what resources are available?  Allison and Pat address these questions and provide their recommendations on how to get started, including some great book recommendations.  Visit grayhawkwealth.com  to learn more.
Show Notes:   
Book Recommendations that are mentioned:
Dr. Jim Grubman:  Strangers in Paradise Home - James Grubman, PhD
Tom Dean:  Willing Wisdom  Willing Wisdom

What is Private Credit, and why is it considered a compelling opportunity by many investors? Join President and Co-CEO Peter Mann and Chief Investment Officer Greg Gipson with special guest Ben MacLaren, Senior Research Analyst at Grayhawk Wealth, on this episode of Five Questions as they delve into a discussion on Private Credit. How does it work? What are the benefits and risks associated with investing in Private Credit? What type of companies look to private credit for investment?  How is it constructed, and how will Grayhawk’s new Private Credit offering navigate the challenges that comes with investing in Private Credit. Peter, Greg and Ben address these questions and share their thoughts on the benefits of building a diversified portfolio that includes Private Credit. Visit grayhawkwealth.com to learn more.

What does the term inflation really mean and why is it the topic everyone is talking about?   Join President and Co-CEO, Peter Mann and Chief Investment Officer, Greg Gipson on this episode of Five Questions as they delve into a discussion on inflation. Is inflation simply the impact of pressures on supply and increased demand? What are the key drivers behind rising costs and what has the impact been on financial assets? How can inflation be addressed and what should you be doing to earn a return above the rate of inflation?  Peter and Greg address these questions and share their thoughts on the best steps investors can take during this period on market volatility. Visit grayhawkwealth.com  to learn more.

Why is having a trusted advisor so important and what is their role as your wealth management partner? Join Founder and Co-CEO, Michael Kaumeyer and Chief Experience Officer, Allison Comeau on this episode of Five Questions as they delve into the importance of building relationships with family members that allow the important questions and conversations to be had. Why establishing your purpose and values can have a significant impact on future generations and the importance of open and honest communication. How do you best prepare the next inheritor? And what have some of Canada’s most successful families done to
ensure a successful transfer of wealth? Mike and Allison address these questions and provide their thoughts on the role every parent has in preparing their next generation for navigating life.  Visit grayhawkwealth.com to learn more.

Risk management congers up many thoughts and often not positive ones.  Why is this so?  Join President and Co-CEO, Pete Mann and Chief Investment Officer, Greg Gipson as they delve into the different types of risk that exist within your portfolio and how best to manage them.  What is the difference between volatility and risk and why does FOMO, the fear of missing out, often cause us to take risks, we otherwise would not take? What does risk budgeting mean, and how is it determined and monitored?  Pete and Greg address these questions and provide their thoughts on the most common risks that people overlook in investing in everyday life. Visit grayhawkwealth.com  to learn more.