EP: 171 - November Investment Insights (Government Shutdown, Tech Bets, & Year-End Tips)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 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 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts

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