Tag: Wealth Path
Staying Disciplined When Emotions Run High (Ep. 17)

Staying Disciplined When Emotions Run High (Ep. 17)

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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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The Story Behind Advisors360 (Ep. 2)

The Story Behind Advisors360 (Ep. 2)

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Ever felt like financial planning is more “dollar confusion” than “dollar clarity”? We’re diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an informed mind can transform financial advice into a journey of trust, clarity, and legacy-building.

Join your host, Mark Taylan, as he explores the origins of Advisors360, a firm born from Mark’s vision of offering comprehensive, unbiased advice. Tired of product-pushing in large corporations? Mark certainly was, and that’s why he established Advisors360, putting less focus on sales and more on genuinely understanding and guiding clients through life’s financial challenges.

Mark discusses: 

  • The origin story and mission of Advisors360 [00:01:18]
  • Understanding the Wealth Path process [00:05:02]
  • The commitment to family-focused financial advice [00:06:16]
  • Integrating new generations into wealth management [00:10:23]
  • Expectations for new clients [00:19:13]
  • And more

Connect with Mark Taylan: 

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