Preserve and Grow Your Portfolio Amidst Market Volatility

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Preserve and Grow Your Portfolio Amidst Market Volatility

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client’s appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ.

Key Highlights

 [00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market Volatility

  • The financial mistake people with large portfolios make
  • Protecting your portfolio from a volatile market
  • In saving and investing, consider your age, and the market conditions
  • Volatility is different from risks. Risk is when there’s a permanent loss of capital

[09:32 – 19:00] Investment and Portfolio Management

  • Holistic wealth planning can enhance your share portfolio than stock picking
  • Work with brokers that can effectively manage your taxes and rebalance your portfolio to your advantage
  • The common financial mistakes Kristin’s firm sees in new clients

[19:01 – 30:12] Investment Strategies for The Long Term

  • Understanding the decision-makers in an estate plan
  • Kristin’s view on using multiple managers to handle a portfolio
  • Keep the long-term perspective in investing 

[30:13 – 32:00] Closing Segment

Links Mentioned:

Website: https://simonquickadvisors.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

Previous Articles


The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.


An Investor’s Guide to Commercial Real Estate Syndication

The most important things you need to know about this popular method of real estate investing, Commercial Real Estate Syndication.


What are Asset Management Fees in Commercial Real Estate?

Learn more about the process of co-investing in commercial real estate. What are Asset Management Fees in Commercial Real Estate?


3 Ways Real Estate Syndication Can Support Your Tax Strategy

Real estate syndications are one of the best ways to access the full tax benefits of real estate ownership while still investing passively.

Strategies in a Volatile Market

Brian sits down with Niall Gannon, a frequent top financial advisor in America and author of the book Investing Strategies for High Net Worth Investors.

A Strength-Based Approach to Advising Multi-Generational Family Enterprises

Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations.

The Anti-Silicon Valley Investor: How to Find Success in Early Stage Startups

David Mandel is an emerging tech Super-Angel Investor and managing partner of Emerging Ventures Capital. He has invested in over 500 startups.

Revolutionizing Financial Advising through Technology

We are joined by Jason Van Thiel, the director of research for Helios – investment management, wealth management, and FinTech platform.

Finding Financial Freedom: Transitioning from a Corporate Career and Discovering Your Purpose

Billy Keels is the founder of First Generation Capital Partners. He grew up knowing nothing about investing and challenged himself to learn everything.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205




Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.