This Person Is To Blame For The Market Going Up


This Person Is To Blame For The Market Going Up

The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss: 

  • Fragility, resilience, and anti-fragility are concepts discussed and why they are important to your portfolio.
  • Efficiency-focused systems can become fragile and vulnerable to unforeseen events.
  • Fragility occurs when short-term risk elimination increases long-term vulnerabilities.
  • Resilience entails fortifying oneself against adversity, preparing for challenging times.
  • Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure.
  • Understanding investments and avoiding overly risky portfolios ensures long-term financial stability.
  • Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances.
  • How you can have a more balanced perspective on the market and the current state of political opinions.
  • Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further.

"Cash is not trash... Cash is King"   - Kirk Chisholm

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Today's Guest:  Kirk Chisholm

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. He is an outside the box thinker, risk manager, inflation expert, blogger, podcaster, and all-around interesting guy. Kirk is dedicated to developing lasting relationships with all of his clients and their families. One of the benefits of working with Kirk is his patience, empathy, and his ability to provide clear and easy-to-understand explanations to complex financial topics.

Kirk developed a unique philosophy for the wealth management industry called Risk Management First. The medical field has a similar way of thinking of “first do no harm”. This philosophy focuses on risk management for clients in all aspects of their lives in ways the industry does not address. Risk management does not stop with investments. It also requires working closely with other professionals to address areas of their financial lives not currently being met.

In 2008, Kirk co-founded Innovative Advisory Group to address the needs not being addressed by the wealth management industry. It started with specializing in alternative assets held in retirement accounts (i.e. self directed IRAs/401ks). Then the company expanded into the specialization of college funding (i.e. planning, strategy, and paying the least possible for a high quality education), Risk Management First, exit planning for business owners, advanced planning (estate, tax, etc), and providing practice management and leadership training to other financial advisors, accountants and attorneys. 

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