Conscious Wealth Insights

We kicked off this episode with a simple question: how much should a non-alcoholic beer really cost? From there, we went deep into the role liquidity plays in your portfolio, the global economy, and how to navigate uncertain markets without getting stuck holding the bag.

Asset Allocation: It’s Not Just Stocks and Bonds, It’s Your Whole Life Strategy In this episode, Brandon and JP dive deep into the real meaning of asset allocation and SPOILER ALERT, it’s not just about picking stocks or rebalancing your portfolio. From MiiR mugs and mindful design to managing risk and legacy goals, this conversation explores how thoughtful asset allocation can support your lifestyle, business, family, and even your impact on society. Whether you’re an entrepreneur planning for a liquidity event, a business owner navigating growth, or someone simply trying to make sense of market volatility, this video breaks down asset allocation.

Brandon & JP discuss Mortgage options and Opportunity Cost. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. We serve business owners, multi-generation families and high achieving corporate executives who infuse purpose into their work. Embrace the transformative power of conscious wealth and conscious investing, integrated with family office expertise, and generational wealth planning strategies. Our approach goes beyond financial solutions, aligning sustainable values with the pivotal question: How much is ENOUGH? From family wealth management to legacy wealth creation and wealth transfer planning, we're committed to serving the individual needs of families while providing valuable insights and strategies for building and preserving wealth across generations. Let's talk and embark on a journey to shape your enduring financial legacy!Conscious Wealth Investing LLC (“CWI”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWI and its representatives are properly licensed or exempt from licensure.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.All investments include a risk of loss that clients should be prepared to bear. The principal risks of CWI strategies are disclosed in the publicly available Form ADV Part 2A.Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth