Timeless Investment Strategies and Financial Insights

This segment features exclusive insights from our guest on the enduring success of a family office that leverages buy-and-hold strategies with blue-chip stocks. Learn how they capitalize on step-ups in cost basis upon death and thrive off dividends. We also explore the surge of interest in alternative investments like real estate, private equity, and startups, shedding light on how they fit into a diversified portfolio. Plus, get an in-depth understanding of bond investing complexities, particularly during the zero interest rate policy (ZIRP) era, and the crucial role of effective duration in navigating market fluctuations.
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DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• [phone] • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.