Tag: Tax Planning

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The Importance of Investment Volatility with Kirk Loury

The Importance of Investment Volatility with Kirk Loury

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Are you ready to learn about investment volatility and why volatility is so important to investing?

In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about investment volatility and its importance. He breaks down what volatility is, how it’s measured, and why it isn’t necessarily a bad thing when it comes to investing. Kirk also explains what compounding is, how it works with volatility, how investors can address bad volatility in a portfolio, and how they can stay informed about volatility but can’t predict it.

Kirk discusses: 

  • What volatility is and how it is measured in investing
  • Why volatility isn’t necessarily a bad thing when it comes to investing 
  • How compounding works with volatility
  • How to address bad volatility in a portfolio and when investors should worry
  • What technologies are available to evaluate an investment’s volatility
  • How an investment structure impacts its predictability
  • And more

Connect with Geoff Hakim: 

Connect with Kirk Loury:

 

About Our Guest: 

Kirk Loury provides integration between MCM’s marketing, investment strategies and implementation. He is also co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years’ experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has a 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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Introducing MCM Wealth’s Principal Owners: Geoff Hakim and Bob Hoyt

Introducing MCM Wealth’s Principal Owners: Geoff Hakim and Bob Hoyt

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Did you know that the average person spends more time planning their vacation than they do planning for retirement? 

That’s why it’s important to have financial advisors who can help you understand your investment options and create a solid plan for your future.

In this episode, Geoff Hakim and Robert Hoyt introduce themselves as MCM Wealth’s Principals and share their most significant lessons in investing. Plus, they provide an overview of their experience in the industry, and discuss MCM’s investment program and how it helps their clients.

Join the conversation as Geoff and Bob discuss: 

  • Their previous industry experiences and current roles at MCM Wealth
  • How Bob integrates his background in psychology to help understand clients better
  • The most significant lessons they’ve learned about investing 
  • Traits of a successful business owner and what makes for a good financial advisor 
  • And more

Resources:

Connect with Geoff Hakim, CFP®: 

Connect with Bob Hoyt, Ph.D.:

About Geoff Hakim:

Geoffrey Hakim is the Founder, Principal, and CEO of MCM Wealth. He sits on the Investment Committees for both MCM Wealth and AMP l and is the firm’s chief marketing officer.

Mr. Hakim has 40+ years of experience in investments, finance, and real estate. He founded MCM Wealth in 1997, began utilizing alternative investments for clients in 2000, and is the firm’s leader and visionary. Mr. Hakim’s former work included Merrill Lynch and a Marin County boutique wealth manager. Before moving from Boston to San Francisco in 1990, Mr. Hakim spent 14 years working in Boston’s downtown office space market where he was co-owner of both a commercial brokerage firm and founder of a development firm.

Mr. Hakim earned his CFP in 2001 through UC Berkeley and attended the University of Massachusetts, Wentworth Institute, and Boston Architectural College.

About Bob Hoyt:

Dr. Hoyt 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). In 2014, he founded Blue Hall Wealth Advisors. In 2021, after years of sharing ideas and collaborating on projects with Geoffrey Hakim, he joined Marin Capital Management. (Mr. Hoyt is also an investment advisory representative.) 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.

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Market Volatility with Rick Kennedy, DDS

Market Volatility with Rick Kennedy, DDS

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From fillings to fluctuations, Rick Kennedy’s investment journey through the foggy markets of real estate and beyond comes to light in this inaugural episode. Hear how MCM Wealth helped him weather the storm and gain peace of mind in today’s volatile market.

Listen as Rick shares:

  • What led him to a career in dentistry
  • How and when he started investing
  • How the market plunge in 2008 changed his relationship with money
  • MCM’s role in giving him peace of mind during market volatility
  • And more

Connect with Geoff Hakim: 

Connect with Rick Kennedy:

About Our Guest: 

Rick Kennedy is a dental professional and MCM Wealth client. His dream of becoming a dentist since high school was inspired by a mission to make dental visits a little less painful than his own childhood experiences. Luckily, Rick’s investment journey hasn’t been as painful thanks to MCM Wealth’s guidance through the ups and downs of market volatility.