Eclipse Wealth Podcast
Eclipse Wealth Podcast
Podcast Description
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you're just getting started or well on your way, there's something here for you.
Podcast Insights
Content Themes
The podcast focuses on essential wealth management topics, including investment philosophies, risk management, active versus passive investments, and the financial planning process through its series called The Client Journey. Episodes delve into key stages of financial planning, offering insights and real-life experiences from clients and professionals, such as investment decision-making and asset allocation strategies.
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you’re just getting started or well on your way, there’s something here for you.
Summary
In this short bonus episode of the Eclipsewealth Podcast, host Max Weatherby is re-joined by guests Nick Marshall and James Clark to discuss the role of asset allocation in the effective management of investment portfolios. They explain the different asset classes and how they can be deployed to manage both risk and return for client portfolios.
Takeaways
Asset Allocation is an important source of return over time
Strategic asset allocation can help smooth returns in challenging markets.
Diversification is crucial to mitigate risks in investing.
Investing is a long-term commitment, not a short-term game.
Professional advice can guide first-time investors in their decisions.
Chapters
01: 28 Definition of Asset Allocation
02:00 How managers add value through asset allocation
05:02 The various asset classes
05:48 Fixed Income
07:48 Alternatives like Gold
09:22 Commercial Property & infrastructure assets
10:20 Structured products
11:59 importance of independent advice
Useful links:
Connect with Max Weatherby on LinkedIN
Connect with James Clark on LinkedIN
Connect with Nick Marshall on LinkedIN
Visit the Eclipse Wealth Podcast website
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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