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Jake Borbidge and Robert Palmer of Avidian Wealth Solutions chat about all things finance, technology, financial planning, and investing.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
About Robert Palmer: https://avidianwealth.com/team-member...
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.
Episodes
Navigating Market Volatility: Smart Investing Strategies for Uncertain Times

Trade Wars or Tough Talk? Trump 2.0 Cracks a Window to Stagflation

Money, Taxes, and Loopholes: Breaking Down Government Spending, Estate Taxes, and Carried Interest

AI Shakeups, Market Wake-Ups, and the Tariff Tightrope

Building Legacies: Wealth, Wisdom, and the Next Generation

What's Fueling Market Optimisim in 2025?

Post Election: Tariffs, The Fed Chair, and Potential Tax Increases

The Investment Black Box

Don't Let the Noise Derail Your Financial Plan

From Kitchen to Table: The Journey of Your Portfolio

Obtaining a Family Office Without Being A Billionaire

Don’t React When the Market Overreacts

The AI Related Theme Few Investors Are Watching

Rising Tides Don’t Lift All ARKK'S

Are Private Equity-Owned Advisors Bad for Your Portfolio?

I'm A 401K Millionaire, Now What?

Why Long-Term Investors Don't Need to Watch the Market

3 Things You Should Know Before Owning a Second Home
