Chase & David split episode 29 into two (unrelated) parts. First, they unpack the Iran conflict - how they're thinking through it, how it compares to the Russia/Ukraine war, and why the oil market disruption is *very large*. They also talk about why the broader market is presenting more opportunities than they've seen since 2022.

In part two, David tackles one of the most common financial planning questions: do I need a trust? They cover who actually benefits from one, what a trust can (and can't) do, and the different flavors worth knowing about. If you've ever wondered whether a trust is just for the ultra-wealthy, spoiler, it's not — this one's for you.

(2:20) Iran and Markets

(21:15) Estate Planning: Trust FAQs

Nothing we say here is investment advice – we don't know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We're here just chatting and of course you're welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms.

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