In this episode of Zephyr’s Adjusted for Risk Podcast, Ryan Nauman chats with Brent Coggins, Chief Investment Officer at Triad Wealth Partners. They discuss the current state of financial markets, emphasizing the impact of stretched valuations, innovative investment products, and the resilience of equities. Brent shares Triad Wealth Partners’ growth story and his career background, offering insights into portfolio construction, market analysis, and trends in investment strategies, including the growing popularity of structured products. Tune in for expert advice on navigating market unpredictability and maximizing investment opportunities.
Zephyr can help financial advisors create modern diversified portfolios here.
Learn more about Triad Wealth Partners here.
00:00 Introduction and Sponsor Message
01:13 Guest Introduction: Brent Coggins
01:30 Brent’s Background and Triad Wealth Partners
05:33 Current Market Environment
16:19 Investment Trends and Strategies
28:01 Alternative Investments: Structured Products vs. Private Markets
31:54 Impact of Market Environment on Retirees
38:06 Conclusion and Contact Information
