Tag: Financial Planning

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How To Prepare For Next Year With Kirk Loury

How To Prepare For Next Year With Kirk Loury

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2023 is coming to an end and 2024 is right around the corner! How can we prepare ourselves, our financial plans and our investment portfolios for the upcoming year?

In this episode, Kirk Loury, Portfolio Strategist at MCM and Managing Member of Advisable Wealth Enginges, talks about the various documents we need to review in order to prepare for next year. He goes over what the wealth, financial and investment plans are and explains their differences and how they work together. Kirk then dives into the top 5 priorities to focus on to actually get ready for the upcoming year by staying informed and educated about our investments and finances.

Kirk discusses: 

  • What documents we need to review to prepare for the upcoming year
  • What a wealth plan, financial plan, and investment plan are, and how they’re different
  • How wealth, financial, and investment plans work together
  • What our top 5 priorities should be to prepare for the upcoming year
  • And more

Resources:

Connect with Geoff Hakim: 

Connect with Kirk Loury:

About Kirk Loury: 

Kirk provides integration between MCM’s marketing, investment strategies, and implementation. He is also a co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years of experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices. Kirk Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.

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Building Portfolios That Work with Robert Hoyt, Ph.D.

Building Portfolios That Work with Robert Hoyt, Ph.D.

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Are you tired of struggling to build a portfolio that actually works for your investment needs?

In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investment portfolios that work. He shares how his diverse experience in the financial industry and as a psychologist has had an impact on how he builds portfolios and dives into the essentials of a functional investment portfolio.

Bob discusses: 

  • How his diverse experiences as a psychologist, hedge fund manager, entrepreneur, and financial advisor have influenced his views on building portfolios that work
  • What MCM Wealth’s client discovery interview is and how it helps advisors understand what makes their clients tick
  • What freedom often looks like to investors
  • How the technology platform at MCM Wealth is different from the technology other advisors use
  • What a satellite portfolio is
  • Why someone would want a second opinion on their portfolio
  • What time horizon investing is
  • How the three buckets of investing, short-term, intermediate-term, and long-term, work
  • What precision customization is and why do we need it
  • And more

Resources:

Connect with Geoff Hakim: 

Connect with Robert Hoyt:

About our Guest: 

Robert Hoyt, Ph.D., is Principal and President of MCM Wealth and chairs the Investment Committees for both MCM Wealth and the AMP I Fund. Dr. Hoyt began his career practicing clinical psychology while serving as an Adjunct Professor at Mount Sinai medical school. He then worked within his family’s industrial distribution business, eventually becoming CEO and ultimately taking his business public. He became CIO of his own family office in 2000. In 2004, he also became a partner and a member of the Investment Committee of a hedge fund that made private placements in public securities (PIPES). Ten years later, he founded Blue Hall Wealth Advisors. And in 2021, after years of sharing ideas and collaborating on projects with Geoffrey Hakim, he joined Marin Capital Management. Robert received his B.A. from Sarah Lawrence College, a master’s degree from Northwestern University, and Ph.D. in clinical psychology from Yeshiva University.