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Upticks: A Financial Planning & Investment Podcast — Beyond Hot Tips—The Rules We Use to Invest Your Money
Not scored yet33m·2026-02-10·Money

Beyond Hot Tips—The Rules We Use to Invest Your Money

Upticks: A Financial Planning & Investment Podcast · 382

We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a…

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