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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


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