In this Elevate Roundtable discussion (recorded July 16th), Shane, Tom, Kyle, and Ken dive deep into how they manage client portfolios, measure success, and stay aligned with what individual investors can actually handle emotionally and financially. Hindsight builds regret but it can also fuel false optimism for spotting big wins in the market. The team discusses portfolio construction that increases investor success. They also get into macro themes, risk management and the use of an overlay strategy.

Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss.

Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of ...