Root Ready
The Logic Behind Our 5-Year Root Reserves Strategy
23:37
Every advisor knows the hardest part of portfolio conversations isn’t the math, it’s helping clients feel safe enough to stay invested. And nothing tests that more than explaining why five years in reserves isn’t just a rule… it’s a risk-capacity engine that keeps clients grounded when markets break pattern.
This episode reframes the entire conversation advisors have around allocation: not as a…