Amplified Wealth: Unwrapping 40 Years of Investment Wisdom with Jim Ferrare

Withum Wealth Management

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228 回視聴・ 6いいね・ 2024/01/05

Amplified Wealth: Unwrapping 40 Years of Investment Wisdom with Jim Ferrare

In the latest, festive episode of our podcast, Amplified Wealth, Adam Armstrong & Austin Hagaman interview Jim Ferrare - Managing Principal at Withum Wealth Management - who delves into the evolution of the industry over the past four decades, and discusses its future trajectory.

Episode Highlights:

🏡 A Look Back Over The Years
A reflection on Jim's illustrious 40-year career, unpacking the challenges and triumphs that have shaped the industry.

🎉 2023 Year in Review and What Lies Ahead
The market closed the year at record highs - offering surprising relief from the bear market in 2022. Could there be more surprises ahead in the coming year?

📊 Navigating Market Shifts and Industry Changes
Insights into the evolution of the industry - and how the 24/7 news cycle, major events and technology have shaped the industry.

🔮 The Future Landscape and Investor Guidance
Addressing concerns about AI's impact on the industry, the potential tokenization of securities and predictions for the upcoming year.

Timestamps:
00:00 - 00:15:00 Introduction & Early Career
00:15:00 - 00:30:00 Investment Philosophy & Strategies
00:30:00 - 00:45:00 Market Cycles & Asset Allocation
00:45:00 - 01:00:00 Building a Portfolio & Risk Management
01:00:00 - 01:15:00 Staying Disciplined & Long-Term Investing
01:15:00 - 01:24:41 Q&A & Conclusion