Memories are invaluable. Everyone has their own story, and family stories are what maintain the family culture that can easily be lost over time.  Will you let those memories fade — or will you capture them through visual storytelling?  In this episode, Kevin Kaylakie is joined by Mike O’Krent, founder of Life Stories Alive. With … Continue reading The Power and Importance of Capturing Family Memories with Mike O’Krent (Ep. 6) →

Many wealth management firms use the term “family office services.” But very few truly provide the level and scope of services that families with significant wealth need. In this episode, Kevin Kaylakie joins Connee Sullivan, SineCera Capital’s Head of Family Office Services, to discuss how SineCera Capital sets itself apart. Connee discusses the role she … Continue reading How Family Office Services at SineCera Capital is Different (Ep. 5) →

Risk parity skeptics, get ready to discover the true value of implementing this strategy into your investment portfolio. In this episode, Kevin Kaylakie and Adam Packer discuss SineCera Capital’s risk parity approach and reveal how they assemble each piece of this strategy to create an “all-weather” investment approach that serves the unique needs of high … Continue reading Seeing the Forest for the Trees (Ep. 4) →

SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences. In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team helps build wealth solutions for high-net … Continue reading Behavioral Finance as the Basis. Empirical Finance as the Solution. (Ep. 3) →

While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer. In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s Chief … Continue reading Meet SineCera Capital’s Connee Sullivan and Adam Packer (Ep. 2) →

Welcome to the debut episode of the Uncorrelated Minds Podcast with Kevin Kaylakie! In this podcast, join Kevin as he talks with successful individuals who think outside of the box, and in doing so, have created extraordinary results. In this inaugural episode, get your official introduction to Kevin Kaylakie, CFP®, CPWA®, the founder and CEO … Continue reading Meet Kevin Kaylakie of SineCera Capital (Ep. 1) →