#33 Beyond the Headlines: Market Insights with Keith Allan
In this episode, Kevin Parton and Keith Allan, Portfolio Manager with Harness Investment Management, discuss the recent market volatility, media-driven panic, and how client portfolios are actually performing in contrast to alarming headlines. Despite major indices like the S&P 500 and NASDAQ experiencing corrections, most client portfolios remain positive year-to-date due to a disciplined investment strategy.
Key highlights of this episode:
- Market Reality vs. Headlines
- Long-Term Investment Discipline
- Hedging Against Volatility
- Political Uncertainty & Markets
- Investor Psychology Matters
About the Guest – Keith Allan
Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit Harness Investment Management team page.
About the Host – Kevin Parton
Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.
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Disclaimer
The information provided in the podcast transcript is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.