Important Investment and Personal Wealth Insights with Rick Wedell (Ep. 5)
What’s happening in the market? Need to enhance your understanding of the current market landscape?
In this episode, Rick Wedell, the Chief Investment Officer at RFG Advisory, joins Mike Heckman to talk about his approach to providing investment resources and managing assets for advisors and clients.
Rick emphasizes the importance of expertise in institutional investment teams while highlighting the value of his Bluemonte System for customized investment portfolios. He also shares insights on market conditions, inflation, and rational decision-making when it comes to personal finances and investments.
Rick discusses:
- How to maintain rationality throughout your portfolio
- The creation of the Bluemonte System: What it does and its approach to helping firms and individuals
- How to successfully navigate macroeconomic events, and why it’s important to ignore the noise and focus on long-term goals
- The current market conditions and trends he is paying attention to and why you should too
- And more!
Connect with Mike Heckman:
- LinkedIn: Mike Heckman MS, CFP®, CEPA®
- mike@sablepointwm.com
- Sable Point Wealth Management
- (231) 425-4308
Connect with Rick Wedell:
About Our Guest:
Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, institutional-caliber, client-focused investment platform known as”Bluemonte,” which currently manages over $3 billion of assets under management.
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