Tag Archives: Investing

Seeing the Forest for the Trees (Ep. 4)

July 21, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

Risk parity skeptics, get ready to discover the true value of implementing this strategy into your investment portfolio.

In this episode, Kevin Kaylakie and Adam Packer discuss SineCera Capital’s risk parity approach and reveal how they assemble each piece of this strategy to create an “all-weather” investment approach that serves the unique needs of high net worth investors.

Plus, they share the most common critiques about risk parity and reveal ways they uncover the true value of this strategy.

Kevin and Adam discuss:

2:05 The theory behind SineCera Capital’s portfolio construction
11:00 Why people like to point to leverage as what’s wrong with risk parity
12:55 Three of the common critiques and how SineCera Capital debunks them
And more

Resources:

Uncorrelated Minds: 3. Behavioral Finance as the Basis. Empirical Finance as the Solution.

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Behavioral Finance as the Basis. Empirical Finance as the Solution. (Ep. 3)

July 9, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences.

In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team helps build wealth solutions for high-net worth clients.

Kevin and Adam discuss:

04:24 How SineCera builds client investment profiles with loss aversion questionnaires
11:18 Why SineCera is balancing risk opposed to balancing asset allocation
15:28 SineCera’s purpose-driven investing philosophy
And more

Resources:

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Meet SineCera Capital’s Connee Sullivan and Adam Packer (Ep. 2)

July 8, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer.

In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s Chief Analyst. They discuss their positions at the firm and the ways they serve clients while also sharing a bit about who they are outside of the office.

We discuss:

01:00 Connee and how she helps clients
04:54 Who is on Connee’s team and what they do
06:13 What Connee does for fun when not working
07:05 One thing most people don’t know about Connee
07:37 How long Connee has been at SineCera
07:56 What the job of SineCera’s Chief Analyst entails
10:23 How Adam started his career in the industry
14:00 What made Adam want to join the firm
15:00 The mentoring Adam is involved with outside of working at the firm
And more!

Tune in today to meet Connee and Adam and to learn about the expertise they have to offer!

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Meet Kevin Kaylakie of SineCera Capital (Ep. 1)

July 7, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Behavioral Finance, Family Office, Investing, Personal Finance, Podcast, SineCera, SineCera Capital, Success Strategies, Uncorrelated Minds, Wealth Managementuncorrelatedminds

Welcome to the debut episode of the Uncorrelated Minds Podcast with Kevin Kaylakie! In this podcast, join Kevin as he talks with successful individuals who think outside of the box, and in doing so, have created extraordinary results.

In this inaugural episode, get your official introduction to Kevin Kaylakie, CFP®, CPWA®, the founder and CEO of SineCera Capital. Kevin shares his unique vision as a financial professional and discusses SineCera’s core values and services.

We discuss:

00:26 Why Kevin decided to work in financial services
01:37 The meaning behind the name “SineCera Capital”
03:17 SineCera’s ideal client
07:08 Who makes up the SineCera team
10:36 Which services are offered at SineCera Capital
12:08 SineCera’s business philosophy and values
15:29 What it means to be a student of the business
19:00 What Kevin does for fun
22:04 How Kevin stays active in his community
23:18 Kevin’s idea of success and his proudest achievement
26:07 How you can reach Kevin
And more!

Join Kevin now to kick off your journey into the exploration of Uncorrelated Minds.

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