Episode 101 – Evaluating Alternative Investments During Market Uncertainty
January 28, 2026
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 the market usually costs more than it pays.
You’ll also hear a practical discussion on common “safe haven” moves—cash, precious metals, and private placements—including what each option can (and can’t) do for your portfolio. Bottom line: the goal isn’t to guess the next market move; it’s to build a strategy that fits your situation, stays diversified, and keeps you ready for opportunity.
If you’re a long-term investor who wants to stay steady when markets get loud, this one’s for you.
In This Episode, We Cover:
😰 Why fear and uncertainty drive most investing decisions
🎯 How to evaluate opportunities based on your goals (not trends)
⏱️ Why timing the market is harder than it looks
⚖️ Cash vs. metals vs. private placements: pros, cons, and risk realities
🧺 The role diversification plays in reducing portfolio risk
🧘 How to stay prepared for future opportunities without overreacting
If you’re questioning how your investments should be positioned in a volatile environment, it may be time to review your: risk tolerance, time horizon, cash needs, portfolio diversification.
Working with a trusted financial advisor can help you stress-test decisions before you act.
#Investing #MarketUpdate #Diversification #WealthBuilding #FinancialPlanning #LongTermInvesting #RiskManagement #BuildingWealthyHabits
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.
