How Doing the Simple Things Wrong Can Be Disastrous | AWM Insights #147

It has been a news-filled last few weeks, to say the least!

On a positive note, the silver lining that is evident through the turmoil is that many of these issues can and should have been prevented through the use of proper financial logic and principles.

Whether it was diversification, fixed income management, or market timing, it is clear that going against what we know to be true does not work out. 

Having a robust financial framework that is built around the rules of the markets is the only way to build and protect multi-generational wealth.

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Episode Highlights

• 0:00 Intro
• 0:43 Update on current events and financial climate.
• 2:50 What is a bank run and how did it happen
• 4:45 How SVB’s mismanagement of their portfolio lead to unacceptable risk
• 6:45 Why we manage bond portfolios to protect against interest rate risk
• 9:10 How we ensure client portfolios are safe and how do we think about cash
• 9:45 How we optimize and protect your cash and safe assets
• 11:40 Venture Update after the issues with SVB
• 13:30 The power of diversification and why it becomes important during times of stress
• 14:50 Text us