Big market swings can unnerve even the most seasoned investors. But that’s when the grounding that comes from an established investment philosophy is most valuable. In the latest episode of our podcast, I’ve Been Meaning To Do That, Truist Wealth Chief Market Strategist and Co-Chief Investment Officer Keith Lerner joins host and Co-Chief Investment Officer Oscarlyn Elder to discuss the investment philosophy that provides the foundation for the guidance Truist Wealth offers our clients.

If you’ve ever wondered how you can keep your cool in even the most turbulent markets, this episode is for you. Listen in as Keith and Oscarlyn share how they and their team stay anchored, follow the evidence, and create portfolios with ideas that matter.

They discuss:

• The three pillars of Truist’s philosophy: staying anchored, leading with evidence, and building portfolios with ideas that matter

• The “five p’s” that help Truist identify compelling investment options

• How emotional decision-making endangers investment success

• Understanding historical trends but knowing they don’t provide a guarantee

• Using evidence to form an actionable point of view

• What Keith has been meaning to do

This episode comes with two downloadable PDF supplements: first, a one-pager on the Truist Wealth Investment Philosophy; and second, a template for taking notes on each episode.

Investment Philosophy one-pager

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]