Market Updates Robert Wuflestad Market Updates Robert Wuflestad

The Market Feels like a Rollercoaster

Let’s face it—this market’s been a wild ride lately. One day the headlines are about inflation easing, and the next we’re talking about tech layoffs or global tensions. If your investments are making you a little anxious, you’re not alone.

But here’s some good news: diversification is designed for exactly this kind of environment. It’s not just a fancy investing buzzword—it’s a time-tested way to help reduce risk and smooth out the bumps in your portfolio.

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Insights Robert Wuflestad Insights Robert Wuflestad

The Emotional Side of Wealth 

Most people think having more money means having fewer problems. And sure, money can solve a lot—it buys freedom, comfort, choices. But here’s the truth we don’t talk about enough: wealth can be emotionally complex.

For many people, having money doesn’t automatically equal peace of mind. In fact, it can bring a whole new set of worries-

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Robert Wuflestad Robert Wuflestad

The Benefits of RIAs Acting as Fiduciaries and Discretionary Asset Management

Private Asset Management is a Registered Investment Advisers (RIAs), and as such, we are required by the Securities and Exchange Commission (SEC) to act as fiduciaries, meaning they must always act in the best interests of their clients. This fiduciary duty is a cornerstone of trust and integrity in the financial advisory industry. When combined with discretionary asset management, this requirement provides significant benefits to individual client wealth management.

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