EP: 169 - September Investment Insights

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

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.

EP: 167 - July Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 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 Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends

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