Tag: Market Volatility

Building Wealth vs Protecting Wealth (Ep. 22)

Building Wealth vs Protecting Wealth (Ep. 22)

Strong markets feel good, but growth alone is not a strategy. As the year winds down, this episode asks a simple but often overlooked question: Are you still playing offense, or is it time to protect what you have built?

In this episode, Mark Taylan walks through the critical difference between building wealth and protecting wealth, and why knowing which mode you are in matters more than market headlines.

Mark discusses:

  • The offense vs. defense mindset when it comes to wealth
  • Why strong market years can quietly create hidden risk
  • How rebalancing works and why it is more than just stocks vs. bonds
  • The role of diversification across sectors and regions
  • And more!

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Staying Disciplined When Emotions Run High (Ep. 17)

Staying Disciplined When Emotions Run High (Ep. 17)

When markets surge to new highs, emotions surge right along with them. Should you cash out and protect gains or stay invested and risk the next dip?

In this episode, Mark Taylan unpacks the psychology of investing, including the fear of missing out, loss aversion, and the myth of perfect timing. Drawing on decades of experience, Mark shares how stress-testing portfolios and focusing on discipline, not headlines, helps families build lasting wealth and peace of mind.

What to expect:

  • Why timing the market rarely works and what to do instead
  • How emotions influence investment decisions
  • The value of stress-testing your portfolio before the next downturn
  • How to stay calm amid market noise
  • And so much more!

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