Avidian Wealth
Avidian Wealth
  • Видео 122
  • Просмотров 36 276

Видео

What is the Yen Carry Trade and What Happened? | The Lowdown
Просмотров 9514 дней назад
What is the Yen Carry Trade and What Happened? | The Lowdown
Don't React When the Market Overreacts | Ask Avidian
Просмотров 7014 дней назад
This week, Jake and Robert discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to your financial plan. Website: avidianwealth.com/ About Jake Borbidge: avidianwealth.com/team-member/jacob-borbidge/ About Robert Palmer: avidianwealth.com/...
Is the Tech Selloff Over? | The Lowdown
Просмотров 6621 день назад
Is the Tech Selloff Over? | The Lowdown
The AI Related Theme Few Investors Are Watching
Просмотров 2321 день назад
In this episode, Jake and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However, there's more to the AI investment story. Join us as we discuss why infrastructure might be the next big play in the AI market and how savvy investors c...
Rising Tides Don’t Lift All ARKK'S
Просмотров 37Месяц назад
Jake and Robert discuss the differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value investing in today's market. Website: avidianwealth.com About Jake Borbidge: avidianwealth.com/team-member... About Robert Palmer: avidianwealth.com/team-memb...
Are Private Equity-Owned Advisors Bad for Your Portfolio?
Просмотров 31Месяц назад
Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms. Website: avidianwealth.com About Jake Borbidge: avidianwealth.com/team-member... About Robert Palmer: avidianwealth.com/team-member... Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes...
Stocks are Partying Like it’s 1999, Will There be Another Hangover?
Просмотров 154Месяц назад
On this week’s edition of The Lowdown, Mike Smith welcomes Kevin Lenox CFA, CFP® back to the show to discuss the potential similarities between current financial market trends and those seen during the Dot-Com cycle, and an economic outlook for the 2nd half of 2024.
How to Know When It's Time To Sell | Jenny Fleming
Просмотров 57Месяц назад
In this video, Jenny Fleming talks about when she knew it was time to sell her firm and why she chose a firm in Houston over bigger cities like New York, Los Angeles, and Chicago. She also touches on why Avidian's women put her over the top.
Randall Davis | The Journey
Просмотров 2442 месяца назад
In this episode, Luke talks with Randall Davis, founder and owner of Randall Davis Company. Randall reflects on how he raised the standard by completing more high-rise buildings in Texas than any other developer. This is Randall's Journey... Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only. It should not be considere...
I'm A 401K Millionaire, Now What? | Ask Avidian
Просмотров 622 месяца назад
Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth. Website: avidianwealth.com About Jake Borbidge: avidianwealth.com/team-member... About Robert Palmer: avidianwealth.com/team-member... Disclaimer: Avidian Wealth Solutions is a registered investment ...
Is Crypto Still A Thing? | The Lowdown
Просмотров 552 месяца назад
Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are...
Will AI Short Circuit the Fed's Interest Rate Plans? | The Lowdown
Просмотров 1293 месяца назад
On this week’s edition of The Lowdown, Mike Smith welcomes Kevin Lenox CFA, CFP® back to the show to discuss updated prospects for an economic “soft landing” and how the broadening “AI Boom” could impact the Federal Reserve’s rate cut plans. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only. It should not be considere...
Why Long-Term Investors Don't Need to Watch the Market | Ask Avidian
Просмотров 203 месяца назад
Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss why long-term investors can afford to detach themselves from the daily noise of the market. This detachment allows them to focus on the fundamental principles driving their investments rather than being swayed by short-term volatility. Website: avidianwealth.com About ...
3 Things You Should Know Before Owning a Second Home | Ask Avidian
Просмотров 1463 месяца назад
Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, explore the three crucial questions every high-net-worth individual should know before owning a second home. From financial implications to lifestyle factors, they provide a comprehensive guide to help listeners make informed decisions about their next big purchase. Website: a...
Earnings, Inflation, and Iran | The Lowdown
Просмотров 644 месяца назад
Earnings, Inflation, and Iran | The Lowdown
The World Finally Agrees on Fossil Fuels... Sort Of | The Lowdown
Просмотров 594 месяца назад
The World Finally Agrees on Fossil Fuels... Sort Of | The Lowdown
Moving to Avidian | Morgan Stone
Просмотров 334 месяца назад
Moving to Avidian | Morgan Stone
Goldman Sachs to Avidian | Shaheen Ladhani
Просмотров 1844 месяца назад
Goldman Sachs to Avidian | Shaheen Ladhani
Does Dispersion Within the Magnificent 7 Point to a Market Rotation? | The Lowdown
Просмотров 955 месяцев назад
Does Dispersion Within the Magnificent 7 Point to a Market Rotation? | The Lowdown
Transitioning to Avidian: A One-Year Update | Greg Litts
Просмотров 865 месяцев назад
Transitioning to Avidian: A One-Year Update | Greg Litts
Omar Maalouf | The Journey
Просмотров 2195 месяцев назад
Omar Maalouf | The Journey
Gary Cook | The Journey
Просмотров 1255 месяцев назад
Gary Cook | The Journey
Matt Gilbert | The Journey
Просмотров 1395 месяцев назад
Matt Gilbert | The Journey
Are You Still Holding Cash? | QCC
Просмотров 586 месяцев назад
Are You Still Holding Cash? | QCC
Investing in Space | Jim Cantrell
Просмотров 4356 месяцев назад
Investing in Space | Jim Cantrell
Breaking Down the Fed Decision | The Lowdown
Просмотров 2806 месяцев назад
Breaking Down the Fed Decision | The Lowdown
The Avidian Difference | Jake Borbidge, Chief Investment Officer
Просмотров 1556 месяцев назад
The Avidian Difference | Jake Borbidge, Chief Investment Officer
Why High-Net-Worth Families Need A Family Office | Questions, Comments, Concerns
Просмотров 797 месяцев назад
Why High-Net-Worth Families Need A Family Office | Questions, Comments, Concerns
Key Themes and Catalysts for 2024 | The Lowdown
Просмотров 2538 месяцев назад
Key Themes and Catalysts for 2024 | The Lowdown