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Mind of a Millionaire: December Portfolio Review with Guest, Dave Frum

Mind of a Millionaire: December Portfolio Review with Guest, Dave Frum

December 16, 2019
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Thank you for tuning into another episode of the Mind of a Millionaire podcast. This week Zak is joined by Dave Frum, another advisor in the DWM office, to take you inside our last portfolio strategy meeting of the year.

On the first Wednesday of every month, our advisors meet to discuss the markets, the economy, and our portfolios. What’s on the horizon? How should we prepare? What changes need to be made, if any?


Political uncertainty [1:13]

Starting 2019 with government shutdown following market turbulence in Q4 of 2018 [2:26]

Extreme political points of view [4:45]

Should you take your money out of stocks? [6:20]

  • S&P performance during election years (below) [6:27]

Source: TheBalance, Stock Market Performance in Election Years

“We’re not talking about gambling, we’re talking about investing.” [11:35]


Thank you for listening; we hope you enjoyed! If you have any questions regarding your portfolio, the market, or the economy, please feel free to reach out.



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.