• Ep 019: Game-Changing Solutions for Navigating Volatile Markets

  • Sep 27 2023
  • Length: 43 mins
  • Podcast

Ep 019: Game-Changing Solutions for Navigating Volatile Markets

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  • Summary

  • In this episode, Bernard Surovsky and Larry Kriesmer speak with Jeremy Wallace, the founder of Wallace Hart, a financial firm. They discuss Jeremy's background in the financial services industry and his decision to start his own firm. They also talk about their experiences with the market and their investment strategies. Jeremy shares the launch of the Wallace Hart Momentum Fund, a hedge fund that takes advantage of market movements. They also discuss the importance of technology in their practice and the need for financial literacy. Jeremy mentions his firm's philanthropic efforts and their support for technical workers.   Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients. In his free time, he enjoys spending time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan and enjoys golfing with his wife and traveling with his family.   What you’ll learn about in this episode:   ·      The concept of the "perfect investment" and the importance of considering alternatives. ·      Focus on long-term investment performance rather than short-term fluctuations. ·      Financial advisors aim to help clients achieve long-term goals and manage risk, particularly for clients with limited capital or experience. ·      The use of technology tools and a commitment to philanthropy reflect the modern values and responsibilities of financial firms.   Guest Resources: https://wallacehart.com   Measured Risk Portfolios Resources: https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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