Description: 

In this conversation, Nick Puncer and Ryan Welch discuss the current investment landscape, focusing on the smid market, opportunities for gaining true diversification amid a concentrated and richly valued market, the implications of rate cuts, and the impact of AI, trade, and fiscal policies. They emphasize the complementary nature of a risk-managed approach to investing potentially offered via dividend growth strategies.  The discussion continues with a review of use cases for risk-managed dividend approaches to help clients achieve their financial goals amidst market volatility.

 Disclosure:

The views and opinions expressed in this podcast are those of the speakers as of the date of recording and may not reflect current market conditions. They are provided for informational and educational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security.

References to portfolio characteristics such as dividend yield, downside protection, or alpha are based on historical data and may not reflect future conditions. These statements are not guarantees or assurances of future performance.

Any references to specific securities, sectors, or strategies are intended only to illustrate the investment process and do not represent all securities recommended for clients. Actual portfolio holdings may differ and are subject to change.

All investments involve risk, including possible loss of principal. Past performance is not indicative of future results.

Bahl & Gaynor Investment Counsel is an SEC-registered investment adviser. For more information, please refer to our Form ADV Part 2A.