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FIN-LYT by EWA®
EWA LLC
134 episodes
6 days ago
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
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Investing
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All content for FIN-LYT by EWA® is the property of EWA LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
Show more...
Investing
Business
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Is AI an Investment Bubble
FIN-LYT by EWA®
18 minutes 31 seconds
1 month ago
Is AI an Investment Bubble

In this episode of EWAs FIN LYT Podcast, Matt, Jamison, and Ben explore one of the biggest questions investors are asking today. Is artificial intelligence in a bubble or are we still at the beginning of a major long term shift. They discuss why AI driven returns have been so strong and why a thoughtful financial plan should guide your decisions more than excitement or fear.


They compare todays AI environment to past periods of rapid innovation and explain how the financial strength of current leaders creates a much different backdrop than earlier bubbles. Some companies will thrive and some will struggle, but the overall trend is likely to continue shaping the economy.


The team also explains why many investors already hold significant AI exposure without realizing it. At the same time, they caution that concentrated positions can create real stress when volatility hits, even for companies viewed as long term winners.


Matt, Jamison, and Ben close by reinforcing EWAs core philosophy. Participate in innovation, protect your balance sheet from major setbacks, and keep your plan aligned with your life by design. With the right structure, you can capture upside while staying prepared for inevitable market swings.


Connect with EWA:

https://ewa-llc.com/

https://www.instagram.com/ewa.llc/

https://www.linkedin.com/company/equilibrium-wealth-advisors/

https://www.facebook.com/EquilibriumWealthAdvisors/View

EWA Disclosures and Firm

ADV:https://adviserinfo.sec.gov/firm/summary/308977

FIN-LYT by EWA®
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/