An Investment Framework That Takes Guessing & Predicting Out of the Equation episode artwork

EPISODE · Jan 2, 2025 · 19 MIN

An Investment Framework That Takes Guessing & Predicting Out of the Equation

from Retire Right: A WYZE Wealth Advisors Podcast · host Ryan Wyatt

In a world where market volatility and economic uncertainty are always present, finding a reliable investment strategy has become as important as ever. That’s where our ‘All-Season Framework’ comes into play, and it’s something we’ve developed to help investors navigate all types of economic conditions. In this episode, we’ll have another roundtable discussion to explain this unique approach and how it’s designed to generate consistent returns. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP®,  who help clients apply this strategy to their portfolio. Here’s what we cover in this episode: 0:00 – Intro 1:05 – The All-Season Framework3:27 – Multi-Asset Strategy Graph 6:22 – Minimizing Risks8:22 – Downsides 9:54 – Chasing returns15:46 – Why it’s uniqueConnect with us:Web: https://wyzewealthadvisors.com/Phone: 724-271-7019Watch the show on YouTube: https://bit.ly/3Ssra3H

Episode metadata supplied by the publisher feed · Published Jan 2, 2025

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In a world where market volatility and economic uncertainty are always present, finding a reliable investment strategy has become as important as ever. That’s where our ‘All-Season Framework’ comes into play, and it’s something we’ve developed to help investors navigate all types of economic conditions. In this episode, we’ll have another roundtable discussion to explain this unique approach and how it’s designed to generate consistent returns. Ryan is joined by Ron Wyatt, CFP®, CIMA®, ...

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An Investment Framework That Takes Guessing & Predicting Out of the Equation

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This episode was published on January 2, 2025.

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