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#179 Adaptive Investing Strategies and the Portfolio Thermostat

Guest Info

Brandon Bischof is known as an industry thought leader. He is a regular contributor to market commentary and portfolio management strategy for nationally recognized news outlets and has taken a leadership role in improving the quality of Investor Education for both individuals and financial advisors.


Tom Hardin has a broad breadth of experience and knowledge, spanning more than 30 years in the investment management industry. He is a frequently sought after speaker for his contributions to Adaptive Portfolio Management.


In this episode, Brian, Brandon, and Tom discuss:

  1. The Importance of Risk Management in Wealth Growth and Protection
  2. How Risk Management Trumps Market Hype
  3. Portfolio Thermostats and How To Use Them
  4. Investing in a Vulnerable Market

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This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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