Tag: Investment Strategies
Understanding Economic Trends After the Election (Ep. 7)

Understanding Economic Trends After the Election (Ep. 7)

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What do historical shifts in the economy mean for your financial future?

Jeremy Dicker and co-host Peter Hoopis unravel the complex web of information that shapes our financial choices. They dive into the implications of the ever-evolving economy post-election, the escalating market caps of American companies compared to European ones, and the overflow of information available at our fingertips daily.

Jeremy and Peter discuss:

  • (02:14) The growing divide between US and European equity markets
  • (04:35) The impact of instant information on financial decision-making
  • (15:14) How international perspectives could influence US financial strategies
  • (20:43) The role of AI and technology in modern financial advising
  • (28:29) Embracing change and maintaining optimism in uncertain times
  • And more

Connect with Jeremy Dicker and Peter Hoopis:

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Common Financial Planning Mistakes and How to Avoid Them (Ep. 6)

Common Financial Planning Mistakes and How to Avoid Them (Ep. 6)

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What are the biggest financial planning mistakes you might be making?

Tune into this episode of One Path to Wealth, where Jeremy Dicker and co-host Peter Hoopis explore some of the most common pitfalls in financial planning that many of us unknowingly stumble into. Jeremy shares his extensive experience in wealth management, emphasizing the importance of building a well-diversified portfolio and why past performance is not a reliable predictor of future success. Peter and Jeremy also explore the emotional rollercoaster of investing, underscoring the significance of staying calm and sticking to long-term goals rather than making emotional decisions.

Jeremy and Peter discuss: 

  • (02:00) Why past performance isn’t a predictor of future success
  • (04:54) The emotional rollercoaster of buying high and selling low
  • (07:46) The significance of risk assessment and precise portfolio allocation
  • (10:28) The myths and necessities of estate planning
  • (14:54) The hidden costs of not having adequate insurance coverage
  • (19:12) The role of taxes in your personal financial plan
  • (24:17) The difference between gambling on stocks and investing in them
  • And more

Join us for an engaging conversation filled with practical insights and laugh-worthy dialogue about common financial mistakes and how you can avoid them.

Connect with Jeremy Dicker and Peter Hoopis:

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Subscribe: Apple Podcasts | RSS | More