Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this edition of INSIGHTS we sit down for for a conversation with Torey Pellegrini, CFA, from The London Company, breaking down the basics of market dynamics and investment management.

We talk about the key ideas behind making smart investment decisions and why it’s important to keep a long-term view, especially as the market keeps changing.

Torey explains the different asset classes and how they fit into a portfolio, stressing that having a solid strategy is crucial for managing risk while aiming for growth.

We also touch on the balance between technology and the importance of the human touch in investment management, pointing out that good leadership is key to navigating the tricky financial landscape.

Our goal is to give our listeners the know-how to make smart investment choices in this fast-paced and quickly changing environment.

Join us as we discuss the significance of leadership in finance, the impact of technology on decision-making, and the importance of long-term thinking in investment strategies. Discover how to navigate the complexities of asset classes - and the human touch that remains essential in a rapidly evolving market landscape.

Takeaways:

• The dynamism of markets necessitates an understanding of foundational investment principles to navigate them effectively.
• Leadership remains a critical factor in investment strategy, emphasizing the significance of human insight over automation.
• Investment success relies on long-term thinking, allowing for patience and discipline in portfolio management strategies.
• Asset allocation requires a careful balance between different asset classes to achieve a desired risk-return profile over time.
• Investors must recognize the unique characteristics and roles of various asset classes to optimize portfolio performance.
• Understanding the interplay between emotional biases and investment decisions can significantly enhance long-term outcomes.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

References mentioned in this episode:

• The London Company

• George S. Patton