Conscious Wealth Insights

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.

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

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.