Wealth Strategy

ArcVest
  • 5.0 (5)
  • INVESTING
  • UPDATED WEEKLY

A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, personal finance, asset allocation and retirement. If you are looking for a new low-fee wealth manager, please touch base at: www.arcvest.com

  1. 2D AGO

    Passive vs Active Investing: Strategies for 2026

    In this episode, Erik Cooper and Chad Fargason discuss passive versus active investing, bond portfolio strategies, interest rate risks, and diversification techniques. They share insights on portfolio construction, market trends, and the importance of evidence-based decisions for wealth growth. Chapters: 00:00 The Misconception of Passive Investing 02:03 Active Decisions in Passive Portfolios 04:29 Risk Tolerance and Asset Allocation 08:27 The Role of Gold in Diversification 10:58 Navigating Non-Risk Assets 13:39 Understanding Bond Portfolio Duration 16:21 Navigating Interest Rate Sensitivity 18:51 Investment Strategies: Individual Stocks vs. Diversification 21:36 The Role of Crypto in Modern Portfolios https://retire.arcvest.comhttps://arcvest.comArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype.On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time.

    22 min

  2. MAR 24

    Private Credit Under Stress: What Retail Investors Need to Know

    This episode explores the recent stress test in private credit markets, the impact of AI on SaaS valuations, and the risks faced by retail investors in illiquid asset classes. Experts Chad Fargason and Erik Cooper discuss market dynamics, structural mismatches, and investment strategies. https://retire.arcvest.com https://arcvest.com ArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype. Chapters: 00:00 Introduction: Private Credit Under Stress 00:27 Recent Market Stress and Its Significance 01:18 What Is Private Credit? A Quick Primer 02:08 The Evolution of Private Credit Post-2008 03:34 The Size of the Private Credit Market 03:42 The Current Stress Test in Private Credit 04:11 Private Credit's Exposure to SaaS Companies 05:03 The Disruption of SaaS Business Models 05:43 AI's Impact on SaaS and Software Pricing 07:27 Repricing of SaaS and Market Declines 08:34 The Mismatch Between Retail Investors and Private Credit 11:03 Liquidity Mismatch and Redemption Challenges 11:44 Real-World Example of Redemption Issues 13:05 Market Sell-Off and Redemption Limits 14:42 The Role of Secondary Funds and Opportunities 17:08 Impact on Publicly Traded Alt Managers 19:23 Valuation and Fee Structures of Alt Managers 20:13 Investment Strategies for Retail Investors 21:51 The Value of Risk Ownership and Portfolio Allocation 22:51 Conclusion: Navigating Illiquid Asset Risks On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time.You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment.ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines.If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place.Learn more at arcvest.com

    23 min

  3. MAR 17

    How AI and Geopolitics Shape the 2026 Economy

    This episode explores the current market landscape amid geopolitical tensions, the impact of AI and technological investments, and strategic investment insights from experts Erik and Chad. They analyze market valuations, the influence of oil prices, and the future of capitalism and AI-driven productivity. https://retire.arcvest.comhttps://arcvest.comArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype. Chapters: 00:00 Market Dynamics and Geopolitical Tensions 02:08 Understanding Inflation and Oil Prices 09:22 Valuation Concerns and Historical Context 14:26 AI Investment and Economic Implications 19:51 The Future of Work and Unemployment 26:00 Navigating Investment Strategies in Uncertain Times On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time.You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment.ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines.If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place.Learn more at arcvest.com

    30 min

  4. MAR 10

    Investing During Market Turbulence

    Erik from ArcVest discusses how investors, especially retirees, can navigate market volatility, understand the importance of diversification, and maintain discipline during turbulent times. https://retire.arcvest.comhttps://arcvest.com Chapters 00:00 Market volatility and current geopolitical tensions 00:26 What’s happening in the markets right now 01:23 Historical perspective on market fluctuations 02:19 Why oil prices matter to investors 03:00 Inflation and its impact on retirees 03:56 Understanding sequence of returns risk 05:20 Normalcy of market drawdowns 05:47 Building a resilient retirement portfolio 06:41 Actions for retirees during volatility 07:40 Monitoring key economic indicators 08:30 Long-term discipline in investing 08:57 Final thoughts and advice for investors ArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype.On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time.You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment.ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines.If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place.Learn more at arcvest.com

    9 min

  5. MAR 5

    War and Your Portfolio

    This episode explores the impact of geopolitical conflicts on global markets, focusing on oil, gold, and equities. Experts discuss market reactions, sector rotations, and strategic investment responses during times of war. Chapters: 00:00 Geopolitical Tensions and Market Reactions 01:52 Impact of Oil Prices on Global Economies 02:58 Global Oil Market Dynamics 05:24 Volatility and Historical Context 08:26 Investment Strategies During Conflict 10:53 Safe Haven Assets and Market Reactions 14:04 International Stocks and Portfolio Diversification 17:13 Investor Sentiment and Risk Tolerance https://retire.arcvest.com https://arcvest.com ArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype. On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time. You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment. ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines.If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place. Learn more at arcvest.com

    22 min
  6. Torn between fear and greed because of AI

    FEB 24

    Torn between fear and greed because of AI

    In this conversation, Erik and Chad explore the current landscape of investment strategies amidst the rise of AI technologies. They discuss the dichotomy of investor sentiment, the potential futures of AI, the implications of the SaaS apocalypse, and the state of private markets. The conversation emphasizes the importance of a diversified investment approach while navigating uncertainty in the economy.   https://meeting.arcvest.com https://arcvest.com   Chapters: 00:00 The Duality of Investor Sentiment 00:58 Exploring AI's Potential and Risks 03:47 The SaaS Apocalypse: A Market Shift 07:42 AI Overhype: Reality vs. Expectations 12:14 The State of Private Markets 17:02 Navigating Investment Strategies in Uncertain Times   ArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype. On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time. You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment. ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines. If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place. Learn more at arcvest.com

    23 min
  7. Navigating Wall Street's Anxiety Trap

    FEB 17

    Navigating Wall Street's Anxiety Trap

    In this conversation, Erik and Chad discuss the pervasive anxiety that Wall Street creates among investors. They explore how financial media amplifies this anxiety through urgency and fear of missing out (FOMO). The hosts analyze the role of market predictors and the consequences of following their advice, emphasizing the importance of long-term investing strategies and the need for a behavioral coach to navigate market volatility.   www. arcvest.com   Takeaways: Wall Street thrives on creating anxiety among investors. Urgency and FOMO are key tactics used by financial media. Loss aversion is a powerful psychological factor in investing. Market predictions are often unreliable and can lead to significant losses. Investors should focus on long-term strategies rather than short-term predictions. Having a behavioral coach can help manage emotional reactions to market fluctuations. It's essential to maintain a diversified portfolio to weather market downturns. Investors should be cautious of product pitches that promise to mitigate risks. Understanding market history can help investors make informed decisions. Staying disciplined and focused on goals is crucial for successful investing.   ArcVest is a low-cost, evidence-based wealth management firm built for investors who are tired of noise, predictions, and high fees. We focus on owning the entire market through disciplined, globally diversified portfolios — and helping clients avoid the costly behavioral mistakes that derail long-term returns. No market timing. No product sales. No 1% “anxiety tax.” Just transparent advice, smart asset allocation, and a relentless focus on keeping more of what you earn.

    25 min
  8. The Dividend Aristocrats Debate: A Closer Look

    FEB 9

    The Dividend Aristocrats Debate: A Closer Look

    In this conversation, Erik and Chad discuss the merits and drawbacks of investing in Dividend Aristocrats compared to the broader S&P 500. They analyze the risk and return profiles of these investment strategies, emphasizing the importance of understanding market dynamics and the psychological factors influencing investor behavior. The discussion culminates in a call for evidence-based investing and a critical look at common misconceptions in the investment landscape. https://subscribe.arcvest.com/ https://arcvest.com/ Takeaways: Dividend Aristocrats are companies with a history of increasing dividends. Investing in the S&P 500 with a mix of short-term bills can reduce risk. The performance of Dividend Aristocrats may not capture the growth of tech stocks. Understanding risk involves looking at volatility and maximum drawdown. Investors often feel safer with dividend-paying stocks due to perceived income stability. There is no free lunch in investing; higher returns often come with higher risks. The marketing of dividend stocks can create misconceptions about safety and returns. Investors should consider total return rather than just income from dividends. The S&P 500 has outperformed Dividend Aristocrats in certain time frames. Evidence-based investing is crucial for making informed financial decisions.

    23 min
See All (44)

Ratings & Reviews

5
out of 5
5 Ratings

About

A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, personal finance, asset allocation and retirement. If you are looking for a new low-fee wealth manager, please touch base at: www.arcvest.com

Information

  • Creator
    ArcVest
  • Years Active
    2024 - 2026
  • Episodes
    44
  • Rating
    Explicit
  • Copyright
    © ArcVest
  • Show Website
    Wealth Strategy

You Might Also Like