Jonathan Treussard on Thoughtful Money Podcast

Summary:  

Jonathan Treussard, Ph.D. joined Adam Taggart on his show, diving into market trends, AI, valuations, and the nuanced world of investment strategies such as engineered yield vs. mortgages. For a blend of insightful and practical perspectives, listen to the podcast on:

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At Treussard Capital Management, we serve seasoned business leaders, high-achieving professionals, and individuals managing significant family wealth, based on a boutique wealth management approach that emphasizes Attention, Intention, and Purpose. Our mission is to ensure your financial strategies are as purposeful and impactful as your life's ambitions.

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Disclaimer: The views and opinions expressed in this podcast are those of the individual contributors and do not necessarily reflect the official policy or position of Treussard Capital Management LLC or any of its affiliates. The content provided is for informational purposes only and is not intended as investment advice. Investing involves risk, including the potential loss of principal. Please consult a qualified professional before making any financial decisions based on the information discussed in this podcast.

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Jonathan Treussard on Money Life Podcast

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Beyond the Reef