Welcome Millionaire Next Door Podcast Listeners

Welcome, podcast listener! I'm thrilled to share my recent conversation with Rob Curtiss on the 'Millionaire Next Door Podcast,' Episode 43. In our discussion, we explored the crucial role of capital preservation for those near retirement and those in retirement. The conversation also offers insights into investing in the next wave of artificial intelligence (AI) stocks outside of the technology sector to diversify returns and capture opportunities.

At Markin Asset Management, we develop rigorous systematic methods that seek to manage risks, reduce exposure to large losses, maximize tax efficiency, and ultimately improve the income and return characteristics of portfolios for clients who are in the investing or retirement phases of their lives. Our approach builds on traditional investment theory and quantitative advances to help Registered Investment Advisors (RIAs) utilizing our investment services better manage risks and capitalize on opportunities.

If you are an RIA looking to enhance your investment offering with a disciplined, risk-managed and diversified approach, we might be the right fit for you.

Below are the resources I mentioned on the podcast. If we can be of service to you and your practice, don’t hesitate to contact us.