BULLWEALTH’s 2024 Insights into Wealth Observations

Today, we are excited to launch the second annual Lessons Learned – Insights into Wealth podcast, featuring BULLWEALTH Portfolio Managers Kevin Van Dyk, Randy Gunn, Denisa Farrow, and myself. Hosted by Savva Cherdantsev, BULLWEALTH’s Managing Director, Research & Investments, our discussion will explore key observations from 2024. Topics include assessing whether a client’s portfolio is too risky for their comfort level, the risks of maintaining an overly conservative investment approach, monitoring portfolios during periods of company and market concentration risks, lessons learned from 25 years ago, and identifying key indicators for reviewing or replacing an underperforming investment manager. Each of us will share insights on why these considerations were critical to decision-making throughout the year.