Have you ever wondered why your investment portfolio doesn't always perform as expected?

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.

A new article says that ultra-rich families are set to control $9.5 trillion by 2030—but where does that leave the average family or business owner in the under-500 million dollar range? Jake and Robert talk about Avidian's family office environment.  

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 discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to your financial plan.
 
 Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

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 and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However, there's more to the AI investment story. Join us as we discuss why infrastructure might be the next big play in the AI market and how savvy investors can position themselves to ride this wave. Tune in for insights on the future of AI and the power behind its evolution.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Andrei Costas: https://avidianwealth.com/team-member/andrei-costas/

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 differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value investing in today's market.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

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 Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

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 Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

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 Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss why long-term investors can afford to detach themselves from the daily noise of the market. This detachment allows them to focus on the fundamental principles driving their investments rather than being swayed by short-term volatility.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

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 Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, explore the three crucial questions every high-net-worth individual should know before owning a second home. From financial implications to lifestyle factors, they provide a comprehensive guide to help listeners make informed decisions about their next big purchase. 

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.