Wealth Strategy

ArcVest
  • 5.0(5개의 평가)
  • 투자
  • 매주 업데이트

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. 5일 전

    Mastering Retirement: 5 Critical Decisions for Financial Success

    This episode covers the five key decisions that influence your retirement success, focusing on practical strategies like the 4% rule, social security timing, Roth conversions, account sequencing, and fee management. Hosted by Erik and Chad, it offers a comprehensive framework for retirement planning, emphasizing actionable insights and nuanced considerations. https://retire.arcvest.comhttps://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 to Retirement Planning 03:13 Understanding the 4% Rule 08:29 Claiming Social Security: Timing Matters 12:20 Roth Conversions: When and Why? 15:33 Navigating Account Sequencing 20:34 The Importance of Managing Fees 24:17 Recap and Final ThoughtsOn 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

    26분

  2. 4월 13일

    Why There's No Free Lunch in Investing: Insights from Experts

    In this episode, Erik Cooper and Chad Fargason explore the realities behind high-yield investments, private credit, and the myth of free lunches in investing. They dissect various asset classes, the risks involved, and how to build a disciplined, diversified portfolio. 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 turmoil in private credit: Wall Street's risky bets 01:19 The no free lunch principle in investing explained 02:11 How private credit funds have exploded in popularity 02:57 The pitch: helping small businesses access credit 04:12 The SaaSpocalypse: AI's impact on software valuations 05:17 Market re-pricing and the uncertainty of AI's influence 06:46 The decline in software business valuations 08:10 Gates and liquidity issues in private credit funds 10:35 The yield trap: why yield isn't always better 14:09 Analyzing BDCs: high dividends but poor returns 16:16 The reality of REITs: volatility and returns 19:13 MLPs and energy infrastructure risks 21:29 Asset allocation: owning broad market vs. sector bets 22:57 Tax efficiency and the pitfalls of yield products 25:41 The boring but effective strategy for building wealth 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

    26분

  3. 4월 7일

    AI's Rapid Rise: What OpenAI's Paper Means for the Future

    This episode explores the rapid advancements in AI, the implications of OpenAI's recent paper, and the potential economic and societal shifts. We discuss AI's impact on jobs, organizational structures, and the future of capitalism, offering insights for investors and entrepreneurs. 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 The AI Landscape: A New Era Begins 02:49 OpenAI's 13-Page Paper: A Call for Regulation 05:54 Economic Proposals: A Shift Towards Socialism? 08:35 The Future of Work: Adapting to AI Disruption 11:30 Skepticism and Optimism: Navigating AI's Potential 17:12 Investing in an AI-Driven Future 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

    29분

  4. 3월 31일

    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.

    22분

  5. 3월 24일

    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

    23분

  6. 3월 17일

    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

    30분

  7. 3월 10일

    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

    9분

  8. 3월 5일

    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

    22분
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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

정보

  • 제작진
    ArcVest
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    47
  • 등급
    무삭제판
  • 저작권
    © ArcVest
  • 웹사이트 보기
    Wealth Strategy