On this episode of Ask Avidian, the guys cover practical personal finance steps—from auditing expenses to using modern family office tools—to streamline cash flow and simplify money management. We break down key market themes, including the muted impact of the government shutdown, behavioral finance dynamics, inflation pressures, Fed policy signals, and the Q4 outlook. We also explore private markets, highlighting AI-driven venture trends, rising private credit risks, and the importance of strong due diligence as alternatives become more accessible to investors.

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.