Tag: Investment Strategy

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Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)

Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)

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How can the right processes transform your investment strategy and elevate client relationships?

In this landmark 100th episode of Smart Money Simplified, Brent Mekosh explores this topic with special guest Eddy Augsten from Concurrent. Together, they delve into crafting cohesive investment frameworks and integrating institutional processes into wealth advisory practices. Tune in and gain an inside look at scaling up your practice, the significance of emotional detachment in the investment process, and how alternative investments can reshape future RIAs. Discover innovative strategies that promise to make your practice more resilient and client-focused.

Eddy discusses:

  • [06:34] Establishing a successful formal investment process 
  • [09:09] Differences in managing institutional clients vs. high net-worth families
  • [21:14] The growing role of alternative investments and private markets
  • [32:36] Enhancing portfolio performance through tax efficiency and direct indexing
  • And more

Connect With Eddy Augsten:

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About Our Guest:

Eddy Augsten, CIMA, CAIA, MSF, is the Managing Director of Investments at Concurrent, where he leads a small, driven team dedicated to supporting independent financial advisors through funding, technology, and community.

Before joining Concurrent, he founded WealthEngage, gaining valuable experience as an entrepreneur and CIO. This background provides him with deep insight into his current role, allowing him to collaborate effectively with RIAs. His team remains highly attuned to the needs of independent advisors, helping them serve their clients, compete with larger financial institutions, and grow their practices to their desired scale.

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How Global Tensions and National Debt May Shape Your Financial Future (Ep. 91)

How Global Tensions and National Debt May Shape Your Financial Future (Ep. 91)

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Global tensions may be more relevant to you than you realize—are you prepared?

This week on Smart. Money. Simplified, Brent Mekosh shares some eye-opening takeaways from his recent trip to South Korea, where he saw the country’s booming economy, high-tech ports, and welcoming culture firsthand. 

(A visit to the DMZ was a stark reminder of global tensions we often overlook!)

Back in the U.S., Brent breaks down pressing issues like the national debt and what the upcoming election could mean for markets. 

His take? 

In unpredictable times, a balanced, diversified approach is still your best bet for financial well-being. Brent shares practical tips for staying resilient—no matter what’s going on around us.

Key Highlights:

  • South Korea’s Economic & Technological Prowess: Firsthand insights from Seoul and Busan’s automated ports and South Korea’s stronghold in global trade
  • Tensions on the Korean Peninsula: Vivid reflections from the DMZ and symbolic stories highlighting Korea’s divide
  • Global Tensions & Economic Ripple Effects: How conflicts like Taiwan-China and Russia-Ukraine impact markets worldwide
  • Election Cycles & Market Behavior: Historical market stability across administrations, emphasizing the power of a balanced approach
  • National Debt & Fiscal Policy: Tackling the $35 trillion debt through efficient, innovation-driven strategies
  • Investment Moves for Uncertain Times: Proven tactics to keep your financial strategy resilient amid volatility
  • And much more!

Connect with Brent Mekosh:

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Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

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AI has exploded into our lives, moving from theoretical to practical applications in record time. 

Remember the days when Siri was clunky and unreliable? Now, AI tools like ChatGPT are seamlessly integrated into our workflows, offering unprecedented capabilities.

This week on Smart. Money. Simplified, Brent Mekosh dives into the world of artificial intelligence with serial entrepreneur Ravi Koka, founder and CEO of Stocksnips. Together, they explore the seismic shifts AI is causing in finance and beyond, including its role in revolutionizing investment strategies and market behaviors. 

Talking points include:

  • The history and resurgence of AI and the exponential growth in computing power
  • The practical applications of AI in natural language processing and investment strategies
  • The creation and success of the Stocksnips ETF and its reliance on AI-generated investor sentiment
  • The potential risks and ethical considerations surrounding AI technologies
  • And more!

Connect with Ravi Koka:

Connect with Brent Mekosh:

About Our Guest:

Over the last 20 years, Ravi Koka has focused his research on simplifying the building and maintenance of enterprise applications. During this time, he played a key role in leading the research and development of various tools and methods for the incremental transformation of legacy systems. More recently, Ravi has led research on implementing Service-Oriented Business Applications and collaborated with several large Fortune 1000 enterprises to implement applications at significantly lower costs than traditional methods. His current research areas include digital transformation, microservices design, and AI applications.

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