March CRU: Why Investors Are Looking at Different Assets

March CRU: Why Investors Are Looking at Different Assets “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. To borrow from Shakespeare, “now is the spring of our discontent …”  Another spring, another global crisis with three characteristics that make it particularly … Read

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Episode 107 – Complex Estate Planning: Moving From Vanilla to Advanced

https://youtu.be/WgevrYLBTfg In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan.   They cover the real-world triggers for advanced estate planning—from growing net worth and tax exposure to multi-state planning and … Watch

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Episode 106 – Cash, Confidence, and Cycles: How Wealthy People Stay Steady

https://youtu.be/arBiNCl7tJA “Get rich quick” is a fun phrase—but in real life, it usually skips the part that matters most: keeping what you build and turning it into a life you can actually enjoy. In this conversation, Laura, Jeremiah, and Randy unpack the difference between being rich (having money) and being wealthy (having stability, freedom, and … Watch

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Episode 105 – The Hidden Costs of Information Overload

If it feels like the financial news cycle is louder than ever, you’re not imagining it. In this episode of Building Wealthy Habits, the hosts unpack the reality of financial noise and how constant headlines, hot takes, and market commentary can create information overload that leads to anxiety, hesitation, and poor decision-making.   They break … Watch

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Episode 104 – Beyond Net Worth: Redefining Financial Freedom

Net worth is simple to calculate, but it may be one of the most misleading measures of financial success. In this episode, the TriCord Advisors team explores why true wealth goes beyond assets minus liabilities and instead centers on financial freedom: the ability to control your time, choices, and opportunities without being driven by debt, … Watch

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February TriCord CRU: A New Chapter of AI Is Beginning

“Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. It started in earnest this month.  For much of the past year, investors worried about a particular aspect of the future of technology: artificial intelligence (AI) would replace white collar workers and … Read

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Episode 103 – Entrepreneurship: From Wealth Creation to Wealth Durability

https://youtu.be/g35D9UuYIGQ Most entrepreneurs are wired for wealth creation—growth, momentum, and reinvesting back into the business. But eventually, the game changes. In this episode, we break down the critical transition from building wealth to protecting wealth—what we call wealth durability. We cover the mindset shift required to move from active income to passive income, why concentration … Watch

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Episode 102 – Understanding Semi-Liquid Investments

In this episode, Laura and Jeremiah Lee break down semi-liquid investments: What they are, why people buy them, and where investors get surprised. Using a SWOT analysis, they walk through the strengths, weaknesses, opportunities, and threats of investments that can be accessed, but often only with restrictions, delays, or a loss of value. You’ll hear … Watch

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Episode 101 – Evaluating Alternative Investments During Market Uncertainty

In today’s episode, Laura and Jeremiah Lee break down what’s really driving market uncertainty right now—and why seeing wealthy investors “step back” can mess with your confidence if you’re not anchored to a plan. They talk through the danger of chasing headlines, the reality that the economy moves in cycles, and why trying to time … Watch

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Episode 100 – Risk Is Everywhere: How To Respond Without Panicking

https://youtu.be/Ep8DNjV1Zt8 Risk is everywhere in investing — valuations, geopolitics, inflation, even currency moves. In this episode, Jeremiah Lee and Randy Barkley break down the most common “yellow flags” investors face and explain how to respond without letting emotions drive the decision. You’ll learn why market corrections are normal, why trying to time the market usually … Watch

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