Episodes

  • Biblical Principles to Handling Money God's Way | Stewardship Over Ownership

    Biblical Principles to Handling Money God's Way | Stewardship Over Ownership
    Apr 6 2026
    Unlock the secrets to handling money God’s way with proven Biblical principles that will transform your finances and investment strategy! In this episode of Invested in Faith, certified financial planner Speaker A and host Speaker B reveal why stewardship, not ownership, is the heart of Christian money management. If you want real answers about investing, financial planning, wealth management, giving, saving, debt, and taxes, this conversation is for you.

    Based in Franklin, Tennessee, Speaker A is a seasoned Certified Financial Planner and Financial Advisor who has spent more than 30 years helping families align their finances with faith. Discover the difference a biblical finance perspective makes when working with a certified financial advisor who’s committed to God’s Word. We’ll break down how your worldview shapes not only your stock or credit decisions, but your entire approach to money and stewardship.

    Whether you’re interested in boosting your credit score, understanding taxes, investing in stocks, or simply growing as a steward of God’s resources, this episode is packed with wisdom you can put into action. Learn why “God owns it all” is the foundation for Christian financial stewardship and how to incorporate these truths into your financial journey.

    In This Episode:
    God Owns It All: Dive into core passages like 1 Chronicles 29:11 and discover why recognizing God’s ownership transforms your financial mindset (00:48)
    Christian Stewardship: Understand what it means to be a steward and why this role matters for every believer (05:12)
    Five Uses of Money: Get practical with the biblical framework to "Live, Give, Grow, and Owe" (06:16)
    Advisor Insights: Hear Speaker A's personal journey from a financial advisor who is a Christian to a dedicated Christian financial advisor (11:13)
    Building a Biblical Worldview: Discover how your financial decisions are shaped by your worldview and how to ensure it aligns with God’s Word

    Key Topics Covered:
    Faith-based investing and Christian financial planning strategies
    Living and giving with a kingdom focus
    How scripture (over 2,350 verses!) speaks to money management
    Creating a legacy that honors God and blesses future generations
    This episode challenges you to rethink your approach, ask the right questions, and start handling money in a way that’s truly aligned with Biblical truth.
    Enjoyed the episode? Don’t forget to like, comment, and subscribe!
    Share your thoughts or stewardship story below, and visit us for more faith-driven financial insight.
    Links & Resources
    Website & Questions: www.investedinfaith.com
    Contact the Team: 855-378-1806
    Scripture References: 1 Chronicles 29:11, 2 Timothy 3:16–17
    If you want to build your financial plan on God’s Word, connect with us today!

    TIMESTAMPS:
    00:00 Christian financial advisor approach
    04:24 God owns it all perspective
    08:19 Biblical teachings on stewardship
    11:34 Faith-based financial planning journey
    15:21 Reflecting on giving and purpose
    17:29 Being good stewards of resources
    22:32 About Optivice investment advisory


    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    24 mins
  • The 5 Most Important Things About Care in Retirement

    The 5 Most Important Things About Care in Retirement
    Feb 23 2026
    Are you prepared for the financial realities of aging and caring for loved ones? In this episode of Invested in Faith, certified financial planner Michael Wallin and co-host Bradford Hancock tackle one of the most critical—and overlooked—topics facing families today: how to plan for age-related health changes and caregiving needs during retirement. This episode is packed with practical advice and biblical insight, making it essential viewing for anyone concerned about protecting their future and honoring family.

    Learn more and connect with us: https://investedinfaith.com
    Get a FREE LifeArcPlan Membership for listeners of the show: https://investedinfaith.com/#offer

    🔑 Key topics covered:
    • The top 5 most important considerations regarding age, health, and financial planning in retirement
    • Eye-opening statistics, like the 63 million American adults currently providing care for loved ones
    • How to create a personal care plan before crisis hits
    • The real financial impact of caregiving on households—especially when income and retirement savings are affected
    • Why long-term care insurance could be a crucial component in your retirement plan, and what you need to know about qualifying
    • Biblical principles from 1 Timothy 5:8 as the foundation for family provision
    • You’ll also hear deeply personal stories, expert analysis, and actionable steps to address challenges like care management, care coordination, and the tough choices families face as health needs evolve.


    Whether you’re planning for your own retirement, helping aging parents, or just want to understand the intersection of faith, finance, and family, this episode delivers wisdom and tools to help you move from uncertainty to confidence.

    Ready to take action?
    Don’t forget to watch, comment, like, and subscribe to stay up-to-date with more faith-based financial insights. Share this episode to help someone you love plan for a better future!

    Links & Resources
    Learn more and connect with us: https://www.investedinfaith.com
    Call us directly: 855-378-1806
    Like, share, and subscribe for more valuable episodes!

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    24 mins
  • Accumulation Phase: 2 | Retirement Planning for Believers: Scripture & Smart Money Moves

    Accumulation Phase: 2 | Retirement Planning for Believers: Scripture & Smart Money Moves
    Feb 9 2026
    Are you searching for a certified financial planner who can help you navigate investing, money, and finances with faith at the center? In this episode of Invested in Faith, host Bradford Hancock sits down with Michael Wallin, Certified Financial Advisor and fiduciary based in Franklin, Tennessee, to explore practical Christian financial advice for managing stocks, investments, and retirement planning with confidence. Whether you're in the accumulation phase or planning for the future, Michael shares biblical principles from Matthew 6 and an investment strategy that helps you overcome fear and greed while staying faithful through market cycles.

    LifeArcPlan Free Membership: https://investedinfaith.com/#offer

    Discover how intentional planning with a trusted advisor at Optivise Advisory can transform your approach to taxes, finance, and building a legacy—and why you should start today to align your credit score, portfolio, and values for long-term stewardship and peace of mind.

    In this must-see episode, you’ll discover:
    - How to shift from a scarcity mindset to abundance through biblically sound principles
    - The three phases of the financial life cycle: Accumulation, Preservation & Income, and Distribution
    - Key stewardship lessons from Scripture (Matthew 6, Genesis 41, Luke 12) and how to apply them in real-world financial decisions
    - Why investing in companies that align with your Christian values matters for both your portfolio and your spiritual walk
    - Insights into working with a fiduciary advisor vs. agent, and how impactful, trustworthy guidance can transform your legacy
    - Real client stories showing how early retirement and mission work can become reality when finances are managed with purpose
    - Get actionable tips on living generously, avoiding the trap of self-indulgence or hoarding, and recognizing common pitfalls—like letting fear or market news dictate your actions.
    - Michael and Bradford break down tools like the - LifeArcPlan, helping you map out your future with clarity, intention, and room for kingdom work.

    Topics Covered:
    Christian financial planning
    Retirement strategies
    Faith-driven investing
    Stewardship and generosity
    Emotional decision-making & market cycles
    Finding confidence with certified financial planners

    Whether you’re just starting out or want to make sure your portfolio honors God, Invested in Faith guides you to financial certainty, biblical balance, and lasting impact.
    Join the conversation!

    Like, comment below with your biggest financial concerns or faith questions, and subscribe for more biblically-grounded financial insights. Visit the links below to connect with our hosts or schedule a one-on-one conversation for tailored advice.

    Links & Resources:
    Schedule a call: 855-378-1806
    Invested in Faith website: https://investedinfaith.com/
    Submit your listener questions: https://investedinfaith.com/#contribute
    Need more clarity? Don’t go it alone, reach out today and take your next step toward faith-based financial freedom.

    Timestamps:
    00:00 "Navigating Saving in Faith"
    04:20 "Stewardship and LifeArk Planning"
    09:41 "Selflessness in Stewardship"
    11:00 Stewardship, Wisdom, and Generosity
    14:19 Retirement, Purpose, and Fulfillment
    19:20 Behavioral Finance and Emotional Balance
    22:49 "Importance of Trusted Financial Guidance"
    24:06 Fiduciary vs. Suitability Standards
    27:33 Optivise Advisory Services Overview


    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    29 mins
  • Accumulation Phase | The Biggest Mistake that Destroys Wealth

    Accumulation Phase | The Biggest Mistake that Destroys Wealth
    Jan 26 2026
    Are you ready to transform your financial journey through faith-based principles? In this episode of Invested in Faith, hosts Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the three phases of the financial life cycle—accumulation, preservation and income, and distribution—equipping you with the knowledge to build wealth intentionally while honoring biblical wisdom.

    Episode 7 provides a clear, step-by-step framework for understanding where you are financially and how to navigate toward your goals, all through a distinctly Christian lens. This episode focuses on the accumulation phase, revealing practical strategies for saving, investing, and balancing today’s needs with tomorrow’s dreams.

    What You’ll Learn:
    • The Accumulation Phase: Discover why this foundational period, typically spanning from ages 18–65, is crucial for securing your future.
    • Biblical Financial Principles: Learn how scriptural insights from Genesis 41 guide smart stewardship, foresight, and trust in God’s provision.
    • Real-Life Scenarios: Explore how life events—from marriage and raising kids to supporting aging parents—impact your savings and investment strategies.
    • Practical Tools: Get introduced to the “Life Art Planning” process for goal-setting, risk management, and ensuring flexibility in your financial plan.
    • Avoiding Common Pitfalls: Understand the risks of tapping into retirement savings early, the dangers of “helping” adult children at the expense of your own future, and the importance of preparing for life’s unexpected turns.


    Whether you’re just beginning your financial journey or are well on your path, this episode offers actionable advice, faith-centered encouragement, and professional insights to help you grow your resources and your trust in God’s plan.

    If you found value in today’s episode, don’t forget to like, comment, and subscribe to Invested in Faith! Share your thoughts below or tell us where you are on your financial journey.

    Links & Resources:
    Learn more or connect with Michael Wallin: InvestedInFaith.com
    Contact directly: 855-378-1806
    Follow the show for updates and more biblical financial wisdom
    Ready to align your finances with your faith? Watch now—and start building a legacy grounded in wisdom and stewardship!

    Timestamps:
    00:00 "Accumulation Phase and Life Balance"
    05:37 Foresight in Financial Planning
    08:03 Retirement Planning Process Explained
    10:58 Budgeting, Tithes, and Retirement Planning
    14:30 Parents Bailing Out Adult Children
    18:32 "Get a Proven Financial Plan"
    19:56 "Navigating Dreams with Certainty"

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    22 mins
  • Market Crash Fear? Here's the Costly Mistake You're Making

    Market Crash Fear? Here's the Costly Mistake You're Making
    Jan 13 2026
    Are you feeling uncertain about your investments as markets fluctuate? Wondering how faith and practical financial strategies can guide you to a secure retirement? In this episode of Invested in Faith, co-host Bradford Hancock sits down with Certified Financial Planner and Optivize Advisory Services Managing Partner, Michael Wallin, to break down the essentials of successful retirement planning—even in unpredictable times.
    Discover why understanding the difference between bank statements and investment statements can transform your approach to wealth management, help you avoid costly mistakes, and keep your emotions in check. Michael shares powerful insights into behavioral finance, emphasizing how emotional reactions to market corrections can derail even the best investment strategies.
    Key Topics Covered:
    How to avoid common errors in retirement investing
    The importance of having a flexible, bucket-based financial plan
    Strategies for staying invested through market corrections
    Why proper asset allocation is crucial for long-term success
    The pros and cons of insurance products and annuities in income planning
    Biblical principles for intentional financial decision-making
    Real success stories highlight why guidance from a professional financial planner matters—especially when fear tempts investors to move to cash and never re-engage. Learn how to safeguard your future by reacting wisely in times of uncertainty and using proven planning principles to achieve your goals.
    Thinking about checking your investment app daily? Michael explains why it’s time to let go of unhealthy financial habits and trust your plan—and your advisor—to guide you through market ups and downs.
    Don’t miss this insightful episode! ➡️ Watch now, drop your questions or thoughts in the comments, hit Like if you found these tips helpful, and Subscribe to Invested in Faith for more episodes on Christian financial wisdom and practical advice.
    Links & Resources
    Visit: investedinfaith.com to learn more or connect with our hosts
    Call: 855-378-1806 for personalized guidance on your financial journey
    Connect with Michael Wallin, CFP®, at Optivize Advisory Services
    Join the conversation and start living with faith and financial intention today!

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    21 mins
  • Investors Stumble Because of This ONE THING

    Investors Stumble Because of This ONE THING
    Dec 29 2025
    Are you looking to align your financial future with your faith? Ready to master practical strategies that build lasting wealth, without sacrificing peace of mind?
    In this episode of Invested in Faith, hosts Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the core reasons why most investors stumble and reveal the proven steps you can take to avoid common pitfalls.

    Discover how behavioral finance, emotional decisions, and lack of planning are the top challenges holding back investors from reaching their goals.

    Michael draws from 30+ years of experience and biblical principles to unpack:
    • The power of having a financial plan (and how most people miss this crucial step)
    • Why starting your investment journey early makes the biggest difference
    • What to do if you’re starting late, and how Social Security fits in
    • How market corrections and emotional reactions can sabotage your long-term success
    • Tactical tips to make sure your portfolio stays on track, no matter what the news says

      This episode is packed with real-world examples, relatable stories, and practical advice to help you thrive both spiritually and financially. Whether you’re planning for retirement, worried about market volatility, or seeking faith-based financial guidance, you’ll walk away with clear steps for intentional living and investing.

    Main themes we cover:
    • Quality of life vs. chasing headlines or magazine covers
    • Biblical wisdom on money and abundance (Ecclesiastes 5:10)
    • How to build a plan you can trust—even through uncertain times
    • The importance of working with a fiduciary financial advisor


    Ready to take control of your future? Watch now, comment below with your biggest financial
    questions, hit like, and subscribe for more episodes that blend faith and finance. Don't miss the
    next episode where we reveal strategies to offset emotional ups and downs!

    Links & Resources
    • Visit investinfaith.com for more information and to connect with our team
    • Contact Michael at 855-378-1806 for personalized financial advice

    Join us on your journey to intentional, faith-based investing!


    TIMESTAMPS:
    00:00 "Start Early for Retirement Success"
    06:42 Navigating Contractions in Finance
    08:46 "Building a Goal-Based Plan"
    13:46 "Multidimensional Wealth Planning Strategies"
    14:51 "Planning for Financial Success"
    18:21 "Fiduciary for Financial Success"

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
    Show More Show Less
    21 mins
  • The One Big Beautiful Bill Explained | How New Tax Laws Impact Your Retirement & Legacy

    The One Big Beautiful Bill Explained | How New Tax Laws Impact Your Retirement & Legacy
    Dec 1 2025
    Are you maximizing your financial potential in retirement? In this episode of Invested in Faith, Certified Financial Planner Michael Wallin and host Bradford Hancock break down "The One Big Beautiful Bill Act," spotlighting how recent U.S. tax law changes could dramatically affect your retirement income, estate planning, and legacy.

    Join us as we unpack:
    • The permanent changes in tax cuts from the Tax and Jobs Act of 2017, and what they mean for your bottom line.
    • How the significant standard deduction increase—especially for those 65 and older (an extra $6,000 for individuals, $12,000 for couples)—can be used to your advantage.
    • Smart approaches to Roth conversions utilizing your enhanced deduction to stretch your retirement dollars further—don’t leave “coupon money” unused!
    • The power of the permanent step up in basis and why it matters for your heirs and estate.
    • The critical importance of having proper estate documentation in place—including wills and powers of attorney—to protect your loved ones.

    Michael and Bradford apply Biblical principles to real-world financial matters, ensuring your faith and money work together for a purposeful life. They share actionable insight on holistic financial planning, tax coaching versus tax preparation, and why true peace of mind starts with being proactive—never leaving your family’s future to chance.

    Why watch:
    Whether you’re nearing retirement or helping your parents organize their future, this episode is packed with actionable guidance, real examples, and clear explanations you can use today.

    Have questions or a topic you want us to cover? Leave a comment or contact us directly using the details below!

    Links & Resources:
    Learn more, connect, or schedule a consultation: investedinfaith.com
    Call for personalized advice: 1-855-378-1806
    Subscribe for updates and more episodes!

    TIMESTAMPS:
    00:00 "Tax Reform Stability Achieved"
    05:46 Tax-Free Benefit for Seniors' Retirement
    08:27 "Step-Up in Basis Explained"
    12:40 "Importance of Estate Planning"
    16:34 Prioritize "Sleep Insurance" Now
    17:54 Holistic Tax and Investment Planning
    20:46 "Retirement Planning Contact Info"


    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    23 mins
  • The Truth About Taxable Income: Stop Making These Common Mistakes

    The Truth About Taxable Income: Stop Making These Common Mistakes
    Nov 17 2025
    Are you ready to take the stress out of taxes and turn confusion into confidence? On this episode of Invested in Faith, co-host Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the often overwhelming world of taxes—and show you how smart, faith-informed financial planning can create certainty for your future. If you’ve ever wondered how Social Security is taxed, what progressive tax brackets really mean, or why some high net worth individuals seem to pay less in taxes than you’d expect, this is the episode for you!

    Key topics we cover:
    • What makes up your taxable income—including pensions, IRAs, Social Security, and more
    • Understanding the 2025 tax brackets and how standard deductions lower your tax bill
    • The difference between being taxed on income vs. assets
    • How “tax tentacles” can impact your Social Security and Medicare premiums
    • The importance of tax planning and working with a “tax coach” for proactive strategies
    • Qualifications to look for in a tax professional, potential pitfalls, and how to choose the right advisor for your needs


    Throughout this episode, you’ll get clear explanations about often-complicated topics like “means testing,” tax deferral, Roth IRA conversions, and the crucial role of aligning your investment and tax plans. Michael explains how having the right plan—and the right professionals behind you—can mean thousands of dollars in long-term savings and a retirement that’s as rewarding as you’ve dreamed.

    Don’t miss:
    • Actionable tips on when and how to engage a tax coach (hint: don’t wait until tax season!)
    • A breakdown of the new $6,000 additional deduction for those over age 65
    • Insider advice on choosing a CPA, enrolled agent, or multi-disciplinary practice for comprehensive support


    If you found value in today’s episode, please like, subscribe, and share Invested in Faith with friends and family on their financial journey. Have questions or need help finding a tax coach? Call the Invested in Faith team at 855-378-1806 to connect with their holistic team of tax coaches and financial planners.

    Links & Resources
    Invested in Faith: Official YouTube Channel
    Call for a Tax Coach: 855-378-1806
    Subscribe for More Faith-Based Financial Insights!
    Comment below with your questions—we love hearing from you!

    TIMESTAMPS:
    00:00 Understanding 2025 Tax Brackets
    06:24 Understanding Effective Tax Rates
    09:58 Retirement Income and Tax Implications
    13:35 "Tax Coach Essential for Investments"
    16:18 Year-Round Financial Strategy Planning
    19:00 Evaluating Client Capacity
    21:02 Exciting Show Ahead

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    22 mins