A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Kim Arthur and James Maxwell, the Founding Partner and Vice President of Research at Main Management respectively. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron’s, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America’s takeover of Nations Bank. From 2000-2001 Kim was named the head of the Institutional Sales and Trading Department overseeing 60 sales traders in 6 cities. From January 2002 through August 2002 he was appointed the head of Equity Product Marketing. He served on the Investment Policy Committee and the Executive Management Committee at Banc of America Securities from 2000-2002. James Maxwell joined Main Management full-time in June 2022 and currently serves as Vice President of Research, where he supports both the Director of Research and the Investment Committee. His responsibilities include overseeing market and economic data to inform strategy allocations, generating ideas driven by historical data analysis for the Investment Committee, and contributing to broader research and strategic planning efforts. Additionally, he leads initiatives such as Main’s Custom Model Partnership, offering one-on-one support to advisors to enhance efficiency and drive client success. A Bay Area native, James previously interned with Main from July 2020 to September 2021 while completing his undergraduate degree at Santa Clara University. In 2022, he graduated summa cum laude with a BS in Economics and was honored with the Charles and Barbara Hazel Award for Excellence in Undergraduate Economics, awarded annually to the top two graduating seniors in the department.