Eclipse Wealth Podcast

summary This episode explores the ongoing debate between passive and active investing, featuring insights from seasoned investment professionals Oliver Jones from PortfolioMetrix and the CIO at Peregrine & Black Investment Management Oliver Pearson-Lund. We discuss market conditions, fee structures, investor psychology, and practical portfolio construction strategies to help investors make inf...

In this episode, investment professionals Ian Goodchild and James Clark discuss the significance of time in the market versus timing the market. They explore historical lessons, the importance of patience, the impact of changing life expectancies on investment strategies, and the power of compounding. The conversation emphasizes the need for long-term investment strategies, the challenges of marke...

In this conversation, Ashleigh Cherry & Kim Uzell discusses the challenges individuals face when trying to save money, emphasizing the distractions and temptations that often lead to spending rather than saving. They highlight the importance of developing a savings habit, no matter how small the amount, to ensure that money can start working for individuals in the long run. Takeaways Life's ex...

In this short bonus episode of the Eclipsewealth Podcast, host Max Weatherby is re-joined by guests Nick Marshall and James Clark to discuss the role of asset allocation in the effective management of investment portfolios. They explain the different asset classes and how they can be deployed to manage both risk and return for client portfolios. Takeaways Asset Allocation is an important source of...

In this episode of the Eclipse Wealth Podcast, host Max Weatherby delves into the principles of financial accumulation and investment strategies with guests Nick Marshall, and James Clark They discuss the fundamental definitions of investment, the significance of compound interest, and the importance of diversification. The conversation also touches on the risks associated with investing, the rise...

In this first leg of the client journey, host Max Weatherby with Mohammed Uz-Zaman, and Harry Badman discuss the essential steps in financial planning for younger clients. They explore the challenges faced by younger generations, including the rising cost of living, housing market pressures, and the importance of financial literacy. The conversation highlights the Thrive by 35 initiative aimed at...

Max Weatherby , co-founder of Eclipse Private Office , shares his investment philosophy, which focuses on risk management and the importance of asset allocation, on the launch of this new podcast show and series aimed at guiding clients through their financial journey. In conversation with Rob Lawrence , Max shares his insights into the investment process, the importance of blending active and pas...