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Does Your Financial Strategy Solve For Your Future Liabilities?

Labrum Wealth Management has some exciting news! The firm is expanding and growing and has now added a Scottsdale office. Jim Pupillo and the team at LDI have teamed up with Labrum Wealth Management to form IDA (Intelligence Driven Advisers).  This acquisition will provide many benefits for the clients of LWM (now IDA) such as: increased team collective knowledge, greater specialization within our team members, a larger more capable firm with approximately $800 million in assets under management, a new Scottsdale AZ office location and several other benefits. The investment philosophy will remain anchored in evidence and time-tested strategies, while the character, mission and vision will remain focused on serving clients as a Fiduciary with undivided loyalty.

In today’s conversation, here’s what you’ll learn:

  • Reasons why you should not chase fads, returns or the “hot dots”.
  • How to figure out what will move you forward in your investment strategies.
  • What is your target rate of return and why is it more important than your risk tolerance?
  • How to solve for your future liabilities.

Transcipt Available Here


The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.