I like old Mercedes wagons and Toyota 4x4s. Running on trails. Helping people live better by way of their finances. Tweets do not equal endorsements or advice.
Sonoma, CA
Joined February 2015
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What The $2.5 Trillion Down Day Was | On The Markets teapaw.org/i/broadcasts/2EmrzkKla…
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There was a stretch when seemingly every call I took started the same way: "How do I get into AI stocks?" People heard about it from friends, at work, at barbecues.
When our Marketing Director Dano Weir asked me on our podcast It's All Money what clients should take from all the AI bubble talk, my answer was simple:
Try not to time it. Try to manage the fear of missing out. Know yourself. And depending on your risk tolerance, stay boring, but diversified.
If you've been fortunate enough to hit the jackpot in some of these areas, it may be time to think about what to hold and what to fold.
Everyone's portfolio is different, and the right answer for you could be too.
See the full episode on our Sonoma Wealth Advisors YouTube Channel
#AIBubble #Investing #WealthManagement #FinancialPlanning
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Think about what railroads did in the 1800s. Crossing the country went from months to days. Freight that once moved by horse and buggy moved significantly faster by the trainload. It was life-changing technology, and it took an enormous infrastructure build-out to get there.
That's why the railroad comparison comes up so often in conversations about AI today.
I joined our firm's podcast, It's All Money, alongside our Marketing Director Dano Weir, to drill down on the so-called "AI Bubble" question. In this clip, we look at a Bank of America chart on market concentration through history, and the only era more concentrated in a few companies than today was the rise of the railroads in the 1800s.
That doesn't tell us how the AI story ends. It does make it worth asking how much of your portfolio is riding on a handful of names.
See the full episode on our YouTube Channel, search Sonoma Wealth Advisors on youtube
#AIBubble #Investing #WealthManagement #FinancialPlanning
Source: Bank of America, history of market concentration, as discussed in the episode.
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Why Stocks Fell As Fed Holds teapaw.org/i/broadcasts/1qxvverWa…
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Is the AI Bubble Being Tested? Debt, 5% Yields and the Rotation Out of Tech teapaw.org/i/broadcasts/1pJkOXgwA…
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Bond Market After a Lost Decade: Lessons for Investors | On The Markets teapaw.org/i/broadcasts/1mxPaZzWr…
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The Jobs Report Was Bad. Stocks Rose. Here's the Catch. | On The Markets teapaw.org/i/broadcasts/1yGBePAnd…
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Why Are Bond Yields Rising to the Highest Level Since 2004 teapaw.org/i/broadcasts/1kKzDPNrP…
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The Fed Just Raised Rates. Here's What Changes for Your Money teapaw.org/i/broadcasts/1YxNrbjQN…
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Why Treasury Buybacks Are Not Lowering Bond Yields teapaw.org/i/broadcasts/1aJbdEPkv…
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Why Mortgage Rates Are Rising While the Fed Holds Steady teapaw.org/i/broadcasts/1DGLdZNZX…
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Jackson Hole: Why the Fed Isn't Cutting and Mortgages Stay High teapaw.org/i/broadcasts/1OGwbnDZg…
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National Debt Tops $40 Trillion As Treasury Doubles Bond Buybacks – What You Need To Know teapaw.org/i/broadcasts/1jxXgBzaE…
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Record Highs On Bad News? teapaw.org/i/broadcasts/1AxRnZZBk…
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What Yen? Why Watching The Yen Right Now Is Smart teapaw.org/i/broadcasts/1AxRnnQgb…
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AI Falling Back To Earth? What Fixed Income May Be Saying About The Cycle teapaw.org/i/broadcasts/1RJjppeEp…
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