Tag: Investing

Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)

Navigating the Markets: A Q1 2024 Review with Red Carpet Retirement (Ep. 22)

What shook the stock market and economy in Q1 of 2024? Dive into this episode for an insightful quarterly wrap-up!

In this episode, Adam dissects the impactful first quarter of 2024, analyzing stock market shifts, economic trends, and a surprising twist on the usual recession predictions. He unravels the events that led to one of the most unpredictable quarters in recent memory, from the economy’s surprising buoyancy to the stock market’s rally, contrasted with the cautious bond market and looming Federal Reserve decisions. With a keen eye on what these changes mean for entrepreneurs and creatives preparing for retirement, this episode is packed with expert insights, future speculations, and valuable takeaways. 

Adam shares: 

  • An in-depth look at Q1 2024’s stock market performance and its surprising resilience
  • The economic indicators that defied recession predictions, highlighting job growth and inflation rates
  • A detailed discourse on the Federal Reserve’s actions and their impact on the economy
  • Insight into specific high-performing stocks and sectors driving the market, with a special focus on tech and AI
  • And more

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Our 90-10 Investment Process™: Part 1 (Ep. 3)

Our 90-10 Investment Process™: Part 1 (Ep. 3)

Many intelligent people invest inefficiently, or worse, they make catastrophic investment mistakes. They don’t know what they don’t know. At WellAcre, we help minimize risk, enhance returns and create more certainty with our patented 90-10 investment Process™ and our 5 Investment Pillars.

In this episode, Adam introduces WellAcre Wealth Management’s 90-10 Investment Process™, goes over the 5 Investment Pillars, and elaborates on the first three in-depth. Don’t hesitate to contact Adam Scott, CFP®, for more information or subscribe to Red Carpet Retirement™ for our upcoming episode about the last two pillars of our investment strategy.

Adam  discusses: 

  • Why investors should solve for the reliability of income as opposed to the return on investment
  • How we use evidence-based investing in reducing the risk of running out of money
  • How we use psychology and behavior to help navigate investment bubbles and black swan events
  • And more

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