Evoke Advisors ’s Post

I am thankful for the opportunity to be featured in InvestmentNews. This article explores how the importance of diversification, like one’s health, may only reveal itself in bad times. It’s a topic that I’m very passionate about. https://lnkd.in/gGdrc7dh Evoke Advisors social media disclosures are available at the following link: https://lnkd.in/gGMYQ_Qe.

In this week's #DynamicMarketUpdate, Konstantin (Kostya) Etus, CFA recounts a sweet treat to end Valentine's week -- a FIRST for the S&P 500 over 5,000! Despite love in the air, he talks politics, asking, "Does it matter which party holds the presidency as it relates to market growth?" #assetmanagement #staydiversified #myfriends https://lnkd.in/gbQin9k2

Market hysteria, propelled by news headlines and social media speculation over the 'next big thing', often obscures rational decision-making. Justin Onuekwusi, our CIO, sheds light on our approach, underscoring the importance of prioritising long-term valuations over short-lived market manias. #wealthmanagement #investmentplanning

Market hysteria, propelled by news headlines and social media speculation over the 'next big thing', often obscures rational decision-making. Justin Onuekwusi, our CIO, sheds light on our approach, underscoring the importance of prioritising long-term valuations over short-lived market manias. https://lnkd.in/e3GAAUqh #longterminvestment #sjp

𝐇𝐨𝐰 𝐌𝐲 𝐅𝐚𝐭𝐡𝐞𝐫 𝐈𝐧𝐬𝐩𝐢𝐫𝐞𝐝 𝐌𝐲 𝐄𝐚𝐫𝐥𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 I began investing in the capital markets when I was 18, and I owe it all to my father. He’s been involved in the markets since 1980s, and his influence on me has been profound. When I was about 10 years old, I was an avid cartoon watcher. Meanwhile, my father would be glued to CNBC after coming from work. For those familiar with CNBC, there’s a ticker at the bottom of the screen displaying company names with prices scrolling from A to Z. Whenever I asked to change the channel, my father would promise, "Ye niche wala Z tk pahuch jayega na to change kr dunga" So, I started watching that ticker, reading out each name I could pronounce. It became a routine, and though I didn’t realize it at the time, this early exposure left a mark on my subconscious mind. As I grew older, my interest in the markets grew too. By the time I was preparing for competitive exams, I wanted to invest but had limited funds—just my pocket money. But my interest was too strong to let it go. One day I decided to go that extra mile. I borrowed some 15000 from my landlord (who was a very nice person) and promised to return him 16500 after a month. I also put my entire pocket money there and invested in 𝐌𝐚𝐫𝐮𝐭𝐢. I was having a big packet of bournvita which my mom gave me. I still clearly remember those few days where I survived on Bournvita and Sattu (at that time one full glass of Sattu costed 10 Rs). Eventually, I was able to return the ₹16,500 to my landlord after 1.5 months and continued to invest. My journey into investing began in 2012, and I credit this path to my father, whose influence through those early days watching CNBC helped shape my interest. Even now he calls me every 2-3 days and we discuss markets for hours. This exchange of knowledge between us is a testament to how far we’ve come. 𝐏𝐒: 𝐓𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞𝐧 𝐚𝐧𝐝 𝐧𝐨𝐰 𝐢𝐬 𝐧𝐨𝐰 𝐦𝐲 𝐟𝐚𝐭𝐡𝐞𝐫 𝐬𝐩𝐢𝐞𝐬 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐦𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐭𝐨 𝐜𝐡𝐞𝐜𝐤 𝐰𝐡𝐞𝐫𝐞 𝐈 𝐚𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐧𝐨𝐰 𝐚𝐧𝐝 𝐚𝐝𝐝𝐬 𝐭𝐨 𝐡𝐢𝐬 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐚𝐬 𝐰𝐞𝐥𝐥. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐯𝐢𝐜𝐭𝐨𝐫𝐲 𝐈 𝐜𝐨𝐮𝐥𝐝 𝐬𝐞𝐞 𝐨𝐟 𝐦𝐲𝐬𝐞𝐥𝐟. समय का पहिया पूरा एक चक्कर घूम गया हैं #investing #journey #financialwisdom

The Invest Wealth Summit will revolutionize the way you view your investment portfolio and the potential of your financial freedom with hands-on, dynamic, and engaging events. Get ready to connect with the most influential figures in alternative investing, where you’ll gain invaluable knowledge and access to exclusive opportunities that were once only available to the elite. The insights you’ll receive from these alternative investment experts have the potential to transform your financial trajectory. You’re in for a treat as you learn from industry trailblazers like Dutch Mendenhall & Amy Vaughn of RAD Diversified REIT, Inc., who will equip you with the tools to swiftly identify and evaluate alternative investment opportunities with minimal risk. Join us next week in San Diego starting Thursday, April 19th - 21st for an unforgettable 3-day experience at the IWS Conference! For more information go to The Invest Wealth Summit a three-day event to help attendees immerse themselves in a live masterclass to begin their 2024 financial goals. They will learn advanced strategies through education, networking with visionary founders and renowned experts, and uncovering alternative investment deals like real estate, commodities, and businesses. Whether they're an experienced investor or just beginning their financial journey, the Invest Wealth Summit promises to revolutionize their perspectives and empower them with the tools to navigate today's changes. For more information and to register, click the link below: 𝗜𝗻𝘃𝗲𝘀𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘂𝗺𝗺𝗶𝘁 3-Day 𝗘𝘃𝗲𝗻𝘁 https://lnkd.in/e_f6xyuQ For media requests, email eddie.roman@raddcompanies.com 📧 #Wealth #Invest #Investing #RealEstate #Money #MoneyMindset #WealthBuilding #NextLevel #SanDiego #California #Oceanside #Carlsbad #PacificBeach #MissionBeach #MissionBay #LaJolla #DelMar #OldTown #Tijuana National Association of Black Journalists (NABJ)

Had a great time at the New Jersey Investment Management Intersect Conference last Thursday! I want to thank my fellow panelists (Brian Carney, Chip Rosenthal, and Kevin Mahn) who tackled some tough questions around the optimal allocation mix and some of the changes and shifts we are seeing in the industry. I want to thank all the speakers and attendees for engaging in thoughtful and forward thinking discussions. During this fast pace and unique environment we find ourselves in, it was helpful to hear other Chief Investment Officer and professional perspectives on how to think about benchmarks, alternatives, and ideas for risk mitigation. I also want to thank David Hoffman for organizing and hosting! Great event! Below are my top 5 takeaways from the day: There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all head strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about! There is no one “right” way to do things; there is more than one way to make money out there! I didn’t agree with every approach I heard at the conference, but I felt that they were all well thought out and competent approaches to how to manage money. The real trick is finding the one that makes the most sense for you. Reducing risk (in the form of volatility) continues to be a key theme in the industry. Many of the presentations focused on how to dampen volatility and source returns from somewhere other than traditional market beta (exposure). There isn’t a lot of “whistling past the graveyard” in the industry! Back in the financial crisis, the financial industry caught a lot of flack for not properly assessing risk and identifying where it might be hiding in the shadows. I sensed from the conference that the industry has a healthy appreciation for risk, and continues to evolve how it thinks about it. The general quality of professionals in the financial industry continues to improve! I was very impressed by the sophistication and quality of attendees. It has been a difficult industry since the financial crisis, and they say only the strong survive…..toast to the strong! #finance #investments #financialadvisor #assetallocator #panel #panelist

Market hysteria, propelled by news headlines and social media speculation over the 'next big thing', often obscures rational decision-making. Justin Onuekwusi, our CIO, sheds light on our approach, underscoring the importance of prioritising long-term valuations over short-lived market manias. https://lnkd.in/dvRhDYR #richardsonhewittfinancialplanning #financialadvice #investments

Market hysteria, propelled by news headlines and social media speculation over the 'next big thing', often obscures rational decision-making. Justin Onuekwusi, our CIO, sheds light on our approach, underscoring the importance of prioritising long-term valuations over short-lived market mania. #sovereign #wealthmanagement #insights

 I’m speaking at the upcoming Alternative Investments Series virtual summit on Wednesday May 8th at 5:00pm PST, hosted by Patrick Grimes 🎫 Reserve your spot now 👉 https://lnkd.in/gWXy5g9m Don't Miss Out On: Looking Past a Momentary Setback Building a Recession Resilient Portfolio with Un-Correlated Investments Managing Mindset To Make Wise Choices During Downturns Performance of Alternative Asset Types During Recessionary Times Returns During Downturns: What to Expect Live Q&A to Give You the Answers You Need 📅 Can’t attend? Register anyway, and we’ll send you the replay. #PassiveInvesting #WealthBuilding #InvestmentStrategy #AlternativeInvestments #AlternativeAssets #UncorrelatedInvestments #InvestmentPerformance #FinancialMindset #InvestorEducation #PortfolioDiversification #LiveWebinar