Questioning The Basic Narratives of Investing


Questioning The Basic Narratives of Investing

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politics and investing. Today we discuss...

  • Politics and its perceived distance from everyday life sparks disengagement due to a lack of perceived impact.
  • How legislative Bills often have hidden agendas.
  • Investing requires staying informed and questioning mainstream narratives.
  • The Fiduciary Rule, while seeming beneficial on the surface, raises complexities and implications for financial advisors and investors.
  • Analyzing trends in commodity markets like gold and natural gas is crucial for investment strategies.
  • Large nonprofits' operations and tax reforms are topics for consideration to enhance societal contributions.
  • Emphasizing skepticism and critical analysis is essential for evaluating narratives and making informed decisions.
  • Market trends, including rising interest rates, affect commodities like gold.
  • Centralization versus decentralization trends affect various sectors, including investing.
  • The fiduciary standard's implications reveal fundamental contradictions and challenges in the financial industry.
  • Nonprofits' significant wealth accumulation raises questions about taxation and societal contributions.
  • Skepticism and critical thinking are crucial for navigating complex narratives in politics, investing, and societal issues.
  • Investing in commodities like natural gas requires understanding seasonal trends and economic indicators.
  • Understanding narratives and trends is essential for making informed investment decisions and navigating complex financial landscapes.

"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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