Conscious Wealth Insights
At Conscious Wealth, we believe wealth includes and is so much more than your financial means. Want to keep up with the markets and other ways to be wealthier?
.png)
The Silver Tsunami: Why $15 Trillion Doesn't Feel Real to Business Owners
Andrew Olson joins Brandon Hatton at Conscious Wealth Studios to continue the conversation on the Silver Tsunami and the $15 trillion of privately held businesses owned by baby boomers. They begin with a simple question. Is that number real? For many founders, the value of their company does not feel like part of their net worth. The business may be worth millions on paper, yet that value remains illiquid until a transaction occurs. Brandon and Andrew discuss how retirement looks different for entrepreneurs whose wealth is concentrated in a single asset. Many business owners have 80 to 90 percent of their net worth tied up in their company, which means retirement depends on successfully converting that value into liquidity.
The Silver Tsunami: Why $15 Trillion Doesn't Feel Real to Business Owners
Andrew Olson joins Brandon Hatton at Conscious Wealth Studios to continue the conversation on the Silver Tsunami and the $15 trillion of privately held businesses owned by baby boomers. They begin with a simple question. Is that number real? For many founders, the value of their company does not feel like part of their net worth. The business may be worth millions on paper, yet that value remains illiquid until a transaction occurs. Brandon and Andrew discuss how retirement looks different for entrepreneurs whose wealth is concentrated in a single asset. Many business owners have 80 to 90 percent of their net worth tied up in their company, which means retirement depends on successfully converting that value into liquidity.
MARKET
UPDATES
Brandon hosts a video series where he and the team dissect financial topics, share money memories, and more. Plus, we just like to have fun.
Tune in and subscribe to our series from the Conscious Wealth Studio as we dive into the latest financial trends and market news.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Balance in Investing
Brandon and JP emphasize the crucial role of balancing growth and income for investment managers. They note that the traditional 60/40 portfolio approach is challenged by the Federal Reserve's recent actions, making active balancing crucial for investment success, especially in a correlated market where alternative options like private equity and venture capital may be necessary.
Read More...
Read Less...
.png)
The 2024 Gold Rush
Brandon & JP discuss the 2024 Gold Rally 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
Read More...
Read Less...
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Read More...
Read Less...
