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Zachary Bouck, CFP®

Hi, I’m Zak. Co-Founder and CIO of Denver Wealth Management. I believe wealth is good, and I help people create it with clarity and confidence.

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EP: 170 - October Investment Insights

  • Zachary Bouck
  • Oct 28
  • 1 min read

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.


0:00 - Introduction 2:20 - Action Items 3:03 - Charitable Giving & Tax Strategies 4:33 - Market Overview & Recent Trends 7:05 - Investor Behavior & Market Pullbacks 12:57 - Risk Tolerance & Investment Strategies 16:15 - Potential Causes for Market Pullbacks 22:35 - Opportunities in Tech & Robotics 25:51 - The Future of Jobs & AI Impact 37:07 - Closing Thoughts


Visit www.denverwealthmanagement.com to schedule a free consultation.



 
 
 

EP: 169 - September Investment Insights

  • Zachary Bouck
  • Oct 17
  • 1 min read

Updated: Oct 28

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.


0:00 - Introduction to Investment Insights & Action Items 6:34 - Investment Market Overview & Economic Insights 12:44 - Stock Selection & Investment Strategies 19:51 - Valuations & Market Trends 28:36 - Interest Rates & Bond Strategies 37:41 - Final Thoughts


Visit www.denverwealthmanagement.com to schedule a free consultation.



 
 
 

EP: 168 - August Investment Insights

  • Zachary Bouck
  • Sep 15
  • 1 min read

Updated: Oct 28

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.


0:00 – Introduction to Investment Insights 1:58 – Understanding Risk Tolerance 2:55 – Embracing Artificial Intelligence in Business 4:01 – Market Overview & Recent Trends 7:02 – Analyzing Job Reports & Economic Indicators 10:08 – Investment Strategies Amid Market Fluctuations 13:13 – Expectations for Fed Rate Cuts 19:15 – Corporate Earnings & Market Strength 23:19 – Final Thoughts on Financial Planning


Visit www.denverwealthmanagement.com to schedule a free consultation.



 
 
 

Zachary Bouck

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Denver Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.

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