Learning from the past mistakes will help us make better decisions moving forward. The big crash of 2008 provides some very important lessons and takeaways that we all can benefit from if we let it. Taking from his experience of the crash of 2008, financial advisor Stuart Arakelian talks about wealth acceleration, allocation, and diversification. He also shares some creative strategies on wealth transfer, as well as some tips on how to vet a financial planner or advisor. Stuart thinks differently than other financial advisors. He formed Arakelian Wealth Management in 1997 after he had spent over ten years in Fresno working for two major life insurance companies. Stuart has built a respectable and diverse clientele and maintains a manageable number of clients, which allows him to effectively oversee and coordinate all of their financial affairs.
- Stuart’s big takeaways from the big crash of 2008 (10:54)
- The purpose of a solid financial foundation (16:16)
- Stuart’s preferred vehicle to use for wealth acceleration (29:48)
- Some things that people need to consider when it comes to the preservation and the protection of wealth (49:07)