AIRE Advisors

Successful investing begins with having a clear plan. Just like purchasing health insurance to protect against illness or injury, a contingency plan for your portfolio can help safeguard your investments during market downturns. Having a plan helps you stay focused and avoid reacting impulsively to market noise or news that may not suit your specific situation. It could be as simple as holding steady during downturns or rebalancing your portfolio to take advantage of tax benefits. With patience and planning, you can breathe easier and navigate any potential market shifts with more confidence.    For help preparing, visit us at www.aireadvisors.com.     #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #SouthernCalifornia #FinancialPlan #Preparation 

When it comes to building a resilient investment portfolio, diversification is one of the most essential tools. However, for many new investors, it’s common to see portfolios heavily weighted in U.S. large-cap stocks or real estate in their own cities.     This type of concentrated risk, while offering the potential for significant returns, can also expose investors to greater losses if those investments falter. One effective way to mitigate this concentration risk is through international diversification.    To learn more about international diversification and if it might be a good fit for you and your portfolio, check out our latest blog: https://lnkd.in/gAsMXu8N    #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #InternationalDiversification #Diversification #NewBlog   

What should you expect from the market if you are going to stay the course and be invested longer term?    In this video, Amir Monsefi, CEO and co-founder of AIRE Advisors, explains how market fluctuations are a normal part of the investment journey, and it's important to expect periods of decline in your portfolio.    Rather than reacting to short-term volatility, Amir emphasizes the value of maintaining a disciplined approach to investing. By staying committed to your long-term goals, you can ride out the downturns and position yourself for greater success as markets recover over time.    Watch the full video by heading to our YouTube channel: https://lnkd.in/g5JMdnmd     #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #RodeoDrive #LongTermThinking #FinancialEducation 

No matter what’s happening in the economy and financial markets, it’s always important to be on the lookout for ways to advance toward your goals; even as you remain focused on executing your financial plan.     With that in mind, there are opportunities present to “clean up,” or fine-tune, a few aspects of your portfolio and how you access money to sustain your retirement.     For a checklist that outlines the three main categories in which you might have room to optimize, visit https://lnkd.in/gi-RV2hb.     #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #Hollywood #FinancialPlan #PortfolioOptimization 

AIRE Advisors' CEO and co-founder, Amir Monsefi, CEPA, CPFA, SE-AWMA™, CPWA®, had the honor of joining a prestigious 3-person panel at The World Knowledge Forum in Incheon, South Korea, on September 10th. Amir shared the stage with James Huang, President of eXp Commercial, and Wall Street legend Jim Rogers, Chairman of Beeland Interests. Known for his market foresight and creation of the Rogers International Commodities Index, Jim Rogers is a globally respected investor and financial commentator. The session was expertly moderated by Nicolas Veron, Senior Fellow at Bruegel and Peterson Institute for International Economics. It was a privilege to sit alongside such renowned industry thought leaders to discuss markets and investing on a global scale. Watch the full-exclusive footage on our YouTube channel: https://lnkd.in/gfUEXzCG #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #TheWorldKnowledgeForum #SouthKorea #AssetAllocation  

AIRE Advisors is proud to announce that our Co-founder and COO, Sharon Nassir, was recently featured on the inaugural episode of the Advisor Marketing Mindset podcast, hosted by Tina Beck, President of Elite Marketing Concepts.     In this insightful episode, Sharon draws on her 30+ years of experience in financial services to explore the critical role emotional intelligence plays in financial decision-making. Throughout the conversation, Sharon and Tina discuss how emotions like fear, anxiety, and regret can impact client behavior, particularly during volatile markets.    Sharon also highlights the importance of managing biases, such as overconfidence and confirmation bias, and emphasizes the value of continuous education in helping clients make sound, long-term financial decisions. We invite you to listen to the podcast here: https://lnkd.in/eY9GJ_Cx     #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #EliteMarketingConcepts #AdvisorMarketingMindset #BehavioralFinance 

For our third quarter 2024 client in-person event, we held an informative evening dinner conversation, “An Evening of Real Estate Insights with Nuveen Real Estate Global COO, Jenny Du”    The evening featured an engaging fireside chat between AIRE COO Sharon Nassir and Jenny Du, Global Chief Operating Officer of @Nuveen Real Estate. Jenny provided an in-depth review of both commercial and residential real estate markets, offering valuable insights on current trends across the U.S. and globally.    We are grateful to Jenny for sharing her expertise and to our clients for joining us. We look forward to welcoming you all back at our next live event in early 2025!    #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #CientFirst #ThirdQuarter #JennyDu 

The “investor behavior gap” refers to the difference between how investors think and act, and how the market actually behaves. This gap, often driven by external influences, can result in rash decision-making and a decreased portfolio value over time. Understanding it is essential for long-term investing success, and can help explain why many investors feel they often underperform compared to the market.  Learn more by reading our latest blog: https://lnkd.in/gMScEudU  #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #LuxuryLifestyle #NewBlog #InvestorBehaviorGap 

AIRE Advisors at Future Proof 🌐📈💸     In addition to presenting at conferences nationally, and now globally, as part of our ongoing due diligence to continuously search for investment opportunities and improve our process, we make sure to attend conferences that we feel could be beneficial for our company’s future growth and development.    This year’s Future Proof conference in Huntington Beach, CA, was no exception! We held more than 25 one-on-one meetings with money managers, alternative investment managers, software and AI companies, and more – all in a continued effort to stay ahead of industry trends and enhance the value we provide to our clients.    #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #HuntingtonBeach #FutureProof #BusinessConference 

AIRE Advisors’ CEO and co-founder, Amir Monsefi, CEPA, CPFA, SE-AWMA™, CPWA®, had the honor of presenting on a distinguished panel at The World Knowledge Forum in Incheon, South Korea, on September 10th. Amir joined Wall Street legend Jim Rogers, Chairman of Beeland Interests, and James Huang, President of eXp World Holdings, to discuss markets and investing. The session was expertly moderated by Nicolas Veron, Senior Fellow at Bruegel - Improving economic policy and Peterson Institute for International Economics. We are pleased to have the opportunity to expand our thought leadership to a global platform! #AIREAdvisors #FinancialServices #FinancialPlanning #WealthManagement #FinancialEducation #EstatePlanning #GenerationalWealth #BeverlyHills #Malibu #SoCal #WorldKnowledgeForum #IncheonSouthKorea #Panelist