Ask Avidian

In this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the workplace. They also unpack the One Big Beautiful Bill Act (OBBBA), detailing its key provisions, including permanent standard deductions, new charitable contribution rules, increased estate tax exemptions, expanded SALT deductions, and small business tax incentive...

In this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legislative shift that could make private credit as tax-efficient as REITs, boosting returns and portfolio flexibility. The discussion covers a historic budget surplus fueled by IRS collections, m...

This week, Jake and Robert explore the recent global market rally, driven by a U.S.-China S&P streak. They also discuss the trade truce, Warren Buffett’s unexpected Berkshire Hathaway exit, and its ripple effects on investors. Plus, they explore new 401(k) rules that unlock alternative investments like real estate and credit, potentially diversifying your retirement strategy. 

Disclaimer:

Avidian Wealth Solutions is a ...

In this episode of the Ask Avidian Podcast, host Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss the recent market volatility driven by tariff developments and a contracting first-quarter GDP.

They examine the impact of bearish headlines on investor sentiment, referencing a recent report indicating a 45–60% recession probability within 12 months and a 32% decline in consumer expect...

New US tariffs have shaken global markets, but is there a silver lining? Join Jake Borbidge and Robert Palmer for a deep dive into the strategy behind the headlines. Learn why Mexico and Canada might be benefiting, how traditional diversification is playing out, and what rising consumer debt could mean for the economy. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for ed...

In this episode of Ask Avidian, Jake Borbidge, and Robert Palmer dive into key financial and economic topics that directly impact high-net-worth individuals. They explore potential policy changes that could eliminate caps on wealth transfer and how ultra-high-net-worth families might benefit. They also examine the carried interest loophole and whether upcoming reforms could change that. Finally, they discuss government efficiency a...

Wealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising the next generation’s values, ambition, or happiness. They discuss the importance of financial education, responsible delegation, and instilling purpose in wealth inheritance. From real-world...

In this episode, Jake Borbidge and Robert Palmer dive into the latest market-moving headlines, from the unexpected impact of AI breakthroughs on Nvidia’s stock to the high-stakes game of tariffs between the U.S., China, Canada, and Mexico. They break down the Deep Seek announcement and its ripple effects on the AI and semiconductor industries, analyze the evolving investment landscape, and discuss where savvy investors should look ...

In this episode, the Ask Avidian Podcast welcomes Portfolio Manager
Andrei Costas. Andrei and Jake reflect on 2024 and discuss what lies ahead for 2025. Despite initial market volatility, 2024 ended with strong growth, robust labor market performance, and impressive returns across equities and alternatives, particularly in private credit. However, challenges remained in long-duration treasuries and real estate, which may now pr...

Avidian CIO Jake Borbidge and Director of Financial Planning Robert Palmer host a post-election discussion. Topics include the impact of tariffs on the U.S. economy, market reactions post-election, and the influence of the president on the Federal Reserve. They also delve into the historical use of tariffs, their economic implications, and the potential benefits and drawbacks for different sectors.

Disclaimer:

Avidian Weal...

Jake and Robert discuss the investment black box. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law f...

In this episode, Robert Palmer and Jake Borbidge discuss the recent Federal Reserve rate cut and its implications for investors. They emphasize the importance of staying calm and focused on long-term financial goals despite the market fluctuations often caused by such economic events.

• Don't Listen to the Noise: The financial world can be filled with conflicting opinions and predictions. It's crucial to avoid getting ca...

Have you ever wondered why your investment portfolio doesn't always perform as expected?

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are ...

A new article says that ultra-rich families are set to control $9.5 trillion by 2030—but where does that leave the average family or business owner in the under-500 million dollar range? Jake and Robert talk about Avidian's family office environment.  

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or ...

This week, Jake and Robert discuss the recent market turmoil and how to navigate moving forward. They shed light on time horizons, why panicking and selling rarely pays off, diversification, and the importance of staying calm and sticking to your financial plan.
 
 Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https:...

In this episode, Jake and Andrei dive into one of today's hottest investment themes: Artificial Intelligence (AI). With companies like Nvidia soaring in value due to their essential role in AI, the spotlight is often on the tech giants. However, there's more to the AI investment story. Join us as we discuss why infrastructure might be the next big play in the AI market and how savvy investors can position themselves to ri...

Jake and Robert discuss the differences between growth-focused investing like ARK Invest and value investing. They also discuss the challenges of investing in specific themes through Exchange-Traded Funds (ETFs) and the relevance of value investing in today's market.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: htt...

Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. I...

Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning, discuss the rise of 401K millionaires and how they can optimize their wealth.

Website: https://avidianwealth.com/

About Jake Borbidge: https://avidianwealth.com/team-member/jacob-borbidge/

About Robert Palmer: https://avidianwealth.com/team-member/robert-palmer/

Disclaimer:

Avi...