Episode 101 - Evaluating Alternative Investments During Market Uncertainty
Fri Jan 30 2026
In today’s episode, Laura and Jeremiah Lee break down what’s really driving market uncertainty right now—and why seeing wealthy investors “step back” can mess with your confidence if you’re not anchored to a plan. They talk through the danger of chasing headlines, the reality that the economy moves in cycles, and why trying to time the market usually costs more than it pays.
You’ll also hear a practical discussion on common “safe haven” moves—cash, precious metals, and private placements—including what each option can (and can’t) do for your portfolio. Bottom line: the goal isn’t to guess the next market move; it’s to build a strategy that fits your situation, stays diversified, and keeps you ready for opportunity.
If you’re a long-term investor who wants to stay steady when markets get loud, this one’s for you.
In This Episode, We Cover:
😰 Why fear and uncertainty drive most investing decisions
🎯 How to evaluate opportunities based on your goals (not trends)
⏱️ Why timing the market is harder than it looks
⚖️ Cash vs. metals vs. private placements: pros, cons, and risk realities
🧺 The role diversification plays in reducing portfolio risk
🧘 How to stay prepared for future opportunities without overreacting
If you’re questioning how your investments should be positioned in a volatile environment, it may be time to review your: risk tolerance, time horizon, cash needs, portfolio diversification.
Working with a trusted financial advisor can help you stress-test decisions before you act.
#Investing #MarketUpdate #Diversification #WealthBuilding #FinancialPlanning #LongTermInvesting #RiskManagement #BuildingWealthyHabits
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
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Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.
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In today’s episode, Laura and Jeremiah Lee break down what’s really driving market uncertainty right now—and why seeing wealthy investors “step back” can mess with your confidence if you’re not anchored to a plan. They talk through the danger of chasing headlines, the reality that the economy moves in cycles, and why trying to time the market usually costs more than it pays. You’ll also hear a practical discussion on common “safe haven” moves—cash, precious metals, and private placements—including what each option can (and can’t) do for your portfolio. Bottom line: the goal isn’t to guess the next market move; it’s to build a strategy that fits your situation, stays diversified, and keeps you ready for opportunity. If you’re a long-term investor who wants to stay steady when markets get loud, this one’s for you. In This Episode, We Cover: 😰 Why fear and uncertainty drive most investing decisions 🎯 How to evaluate opportunities based on your goals (not trends) ⏱️ Why timing the market is harder than it looks ⚖️ Cash vs. metals vs. private placements: pros, cons, and risk realities 🧺 The role diversification plays in reducing portfolio risk 🧘 How to stay prepared for future opportunities without overreacting If you’re questioning how your investments should be positioned in a volatile environment, it may be time to review your: risk tolerance, time horizon, cash needs, portfolio diversification. Working with a trusted financial advisor can help you stress-test decisions before you act. #Investing #MarketUpdate #Diversification #WealthBuilding #FinancialPlanning #LongTermInvesting #RiskManagement #BuildingWealthyHabits Reach out at contact@tricordadvisors.com Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: Jeremiah@tricordadvisors.com Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: Laura@tricordadv.com Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: Randy@tricordadv.com --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.