Simons Says Podcast

Welcome to the Simons Says Podcast, where we explore topics that impact our lives, hosted by David Simons. One Private Wealth &Partners, LLC, Member FINRA/SIPC

[Simons Says Podcast @SimonsSaysPod]

Funny how the hottest investment is usually the one that did well yesterday.
That's recency bias.
Investors often spend the most time looking in the rearview mirror when they should be focused on the road ahead.
#Investing #BehavioralFinance #OnePrivateWealth
AI-assisted content

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A high yield can sometimes be a warning sign of a declining stock price. Successful dividend investing is about business quality, dividend sustainability, and total return, not just income.

#DividendInvesting #Investing #WealthManagement #OnePrivateWealth

AI-assisted content.

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Want to make a bigger impact with your charitable giving? In this week's podcast, Dave Simons and Brandon Mallinckrodt discuss Donor-Advised Funds, QCDs, Charitable Trusts, and strategies that can help investors give more efficiently.🎙️ Watch here: https://t.co/MahBhoh2wy

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A higher yield doesn't always mean a better investment.
Focusing only on income can cause investors to overlook total return, which includes both income and growth over time. #Investing #RetirementPlanning #OnePrivateWealth
AI-assisted content. Reviewed by One Private Wealth.

[Simons Says Podcast @SimonsSaysPod]

When markets reach all-time highs, some investors fear a pullback while others fear missing out. Both reactions are emotional. A disciplined investment plan helps keep the focus on long-term goals instead of short-term headlines. #OnePrivateWealth

AI-assisted content.

[Simons Says Podcast @SimonsSaysPod]

Fear can cause investors to sell too soon. Greed can tempt them to take on too much risk.
A disciplined plan helps keep emotions from driving investment decisions.
#Investing #BehavioralFinance #OnePrivateWealth
AI-assisted content. Reviewed by One Private Wealth.

[Simons Says Podcast @SimonsSaysPod]

Diversification, discipline, patience, and time may not be exciting, but they work. As Dave Simon says: "Boring is beautiful."
Watch here: https://t.co/CvRcIXGgsf
#WealthManagement #LongTermInvesting #OnePrivateWealth
AI-assisted content. Reviewed by One Private Wealth.

[Simons Says Podcast @SimonsSaysPod]

Cash plays an important role in a financial plan, but holding too much for too long can create its own risk: lost purchasing power and missed growth opportunities. #Investing #OnePrivateWealth
AI-assisted content. Reviewed by One Private Wealth.

[Simons Says Podcast @SimonsSaysPod]

The S&P 500 is an important part of many portfolios, but diversification often means looking beyond a single index. A well-built portfolio is designed for different market environments. #Diversification #OnePrivateWealth
AI-assisted content. Reviewed by One Private Wealth.

[Simons Says Podcast @SimonsSaysPod]

Charitable giving can be more than a year-end decision. With thoughtful planning, it can become a meaningful part of both your legacy and your financial strategy. #CharitableGiving #OnePrivateWealth

AI-assisted content. Reviewed by One Private Wealth.

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Saving for retirement is only part of the equation. How you withdraw those assets can have a significant impact on taxes and retirement income. #RetirementPlanning #TaxPlanning
AI-assisted content. Neither One Private Wealth nor &Partners renders legal or tax advice.

[Simons Says Podcast @SimonsSaysPod]

Tax-loss harvesting is a reminder that market volatility can sometimes create planning opportunities. Wealth management isn't just about returns. It's also about managing taxes. #TaxPlanning #Investing

Neither One Private Wealth nor &Partners renders legal or tax advice.

[Simons Says Podcast @SimonsSaysPod]

Markets will always give investors reasons to react. Long-term success comes from having a plan and staying disciplined enough to follow it.

#Investing #WealthManagement
AI-assisted content.

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Is AI 2026's version of the dot-com bubble? Dave Simons shares why he thinks the comparison falls short and what investors may be missing.

https://t.co/pgOwuIisrv

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The questions that matter most aren't about the market. They're about family, retirement, and the future. That's real planning. #OnePrivateWealth
AI-assisted content.

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The best investment decisions are rarely made by reacting to headlines. Stay focused on the plan. #OnePrivateWealth
AI-assisted content.

[Simons Says Podcast @SimonsSaysPod]

Markets evolve. Strategies should too. The key is staying disciplined and focused on what matters most over the long term. #OnePrivateWealth

AI-assisted content.

[Simons Says Podcast @SimonsSaysPod]

Markets are adjusting to higher rates and higher yields. The question isn't what's next, it's whether your plan is ready.

#OPW #Investing #Markets #WealthManagement

AI-assisted content

[Simons Says Podcast @SimonsSaysPod]

As another quarter ends, it's worth remembering:
The market's biggest stories changed.
Long-term goals didn't.
Perspective matters when headlines are constantly shifting.
#OnePrivateWealth #Investing #LongTermInvesting

[Simons Says Podcast @SimonsSaysPod]

Not long ago, AI dominated every market conversation.
Today it's inflation, rates, and energy prices.
Markets are constantly repricing expectations as new information arrives.
The challenge is knowing which trends will matter long after the headlines fade.
#OnePrivateWealth