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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


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