Finding the Sweet Spot in Your Financial Plan - March 7, 2024
Equilibrium Wealth Advisors
Wealth Management firm serving physicians, retirees, corporate leaders, and business owners.
Finding the sweet spot in your finances is striking the balance between the many paradoxes that come with success:
A good financial plan can help you navigate and calibrate your life by design which we define as living stress free now and looking back with no regrets later.
In This Issue You Will Find...
I. Market Commentary
II. Top 3 Weekly Picks
III. Weekly Blog
IV. Weekly Podcast
Market Commentary
The Markets
The bull market is alive and well.?
“We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. “The gains can keep coming, driven by an economy that is neither too hot nor too cold…The economy is growing, but only moderately, and the Federal Reserve can keep thinking about when it can start cutting interest rates…This dynamic is why nobody wants to miss out on the rally—and why they think it can keep going. A recent survey from Investors Intelligence shows the number of bulls outnumbered their bearish counterparts by the widest margin since late 2021.”
EWA's Weekly Picks
Learn About Index Funds vs ETF: What's the Difference??
Learn About Having Multiple 401k Plans .
What We're Learning:? Firestarters: How Innovators, Instigators, and Initiators Can Inspire You to Ignite Your Own Life
领英推荐
By: Raoul Davis Jr.
Are you the type of person to only dream about making an impact or do you actually go out and do it? Read this book to learn how to lean into yourself and become a firestarter.
1. Success is not the absence of failure, but the willpower to continue in spite of it.
2. Step out of your comfort zone, even if it results in failure.
3. You can always find ways to maximize your potential.
Weekly Blog
In the vast and ever-evolving landscape of financial investments, private investments have emerged as an avenue for high-net-worth individuals looking to diversify their portfolios beyond the conventional realms of stocks and bonds. The allure of potentially high returns, though enticing, brings with it a set of complexities and risks that are often not present with more traditional investments.
FIN-LYT by EWA Podcast
In this episode of the FIN-LYT by EWA, Matt Blocki, Jamison Smith, and Ben Ruttenberg discuss various types of private investments and their complexities. The realm of private investing has become increasingly accessible to high-net-worth individuals, and it is critically important to do proper due diligence and understand the nuances of these investments.
Matt, Jamison, and Ben dissect the three main categories of private investments: private equity, venture capital, and more localized, mom-and-pop private deals, adding a fourth dimension with real estate syndicates. They provide a comprehensive breakdown of each category, highlighting the differences in strategies, the level of due diligence required, and the varying degrees of regulatory oversight. Venture capital and private equity are contrasted through their investment stages, the nature of the companies they target, and their ultimate goals. practicalities and pitfalls of engaging in private investments. In addition, they discuss the importance of a disciplined approach including critically assessing investor motivations and the potential impact on broader financial plans.
This episode is a resource for anyone looking to navigate the complex landscape of private investing with confidence and caution. It will guide you through the risks, rewards, and realities of this challenging yet potentially rewarding aspect of wealth management.