In this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legislative shift that could make private credit as tax-efficient as REITs, boosting returns and portfolio flexibility. The discussion covers a historic budget surplus fueled by IRS collections, market strength despite tariff and geopolitical challenges, and the risks of overreacting to all-time market highs. They wrap up Jimmy Buffett’s $275M estate dispute and emphasize precise estate planning to avoid conflicts. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

This week, Jake and Robert explore the recent global market rally, driven by a U.S.-China S&P streak. They also discuss the trade truce, Warren Buffett’s unexpected Berkshire Hathaway exit, and its ripple effects on investors. Plus, they explore new 401(k) rules that unlock alternative investments like real estate and credit, potentially diversifying your retirement strategy. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

In this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP.

They examine the impact of bearish headlines on investor sentiment, referencing a recent report indicating a 45–60% recession probability within 12 months and a 32% decline in consumer expectations.

Key topics include tax-loss harvesting, Roth conversions, and portfolio rebalancing as potential tools to manage risk and improve tax efficiency during periods of market decline. The discussion also covers strategies for adjusting portfolios in response to inflation, considering diversified exposure through alternative assets such as private equity and credit (when appropriate), and maintaining a disciplined, long-term perspective amid unsettling news.

 The episode underscores the value of a proactive, data-informed approach to navigating economic uncertainty and identifying opportunities in volatile markets.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

New US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Learn why Mexico and Canada might be benefiting, how traditional diversification is playing out, and what rising consumer debt could mean for the economy. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

In this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth transfer and how ultra-high-net-worth families might benefit. They also examine the carried interest loophole and whether upcoming reforms could change that. Finally, they discuss government efficiency and its potential impact on interest rates and economic growth, even touching on Elon Musk’s recent comments about spending cuts and borrowing costs. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

In this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the high-stakes game of tariffs between the U.S., China, Canada, and Mexico. They break down the Deep Seek announcement and its ripple effects on the AI and semiconductor industries, analyze the evolving investment landscape, and discuss where savvy investors should look next. Plus, they touch on the strategic M&A moves that could shape the markets in 2025 and beyond. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

Wealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising the next generation’s values, ambition, or happiness. They discuss the importance of financial education, responsible delegation, and instilling purpose in wealth inheritance. From real-world examples of success (and failure) to practical estate planning and trust structuring strategies, this episode is packed with insights for families looking to secure their financial future while preserving what truly matters. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

In this episode, the Ask Avidian Podcast welcomes Portfolio Manager
Andrei Costas. Andrei and Jake reflect on 2024 and discuss what lies ahead for 2025. Despite initial market volatility, 2024 ended with strong growth, robust labor market performance, and impressive returns across equities and alternatives, particularly in private credit. However, challenges remained in long-duration treasuries and real estate, which may now present attractive entry points for long-term investors.

Looking ahead, optimism for 2025 is fueled by pro-growth policies and potential regulatory changes under a new administration. While elevated valuations and inflationary pressures pose risks, diversification and careful allocation to alternatives and private credit remain key strategies. Andrei shares actionable insights on navigating market uncertainties and seizing opportunities in the year ahead.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

Avidian CIO Jake Borbidge and Director of Financial Planning Robert Palmer host a post-election discussion. Topics include the impact of tariffs on the U.S. economy, market reactions post-election, and the influence of the president on the Federal Reserve. They also delve into the historical use of tariffs, their economic implications, and the potential benefits and drawbacks for different sectors.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

Jake and Robert discuss the investment black box. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.