When markets move fast, having a disciplined process matters even more.

In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Kevin Olson, Trade Desk Associate at The Planning Center, for a rare behind-the-scenes look at how portfolios are managed day to day and what really happens when markets swing. Together, they unpack how The Planning Center’s investment committee works, why rebalancing is one of the most important (but least understood) parts of long-term investing, and how their systems keep clients focused on what truly matters: peace of mind, not market noise.

Here’s what you’ll learn:

• The real role of a trade desk and how it supports clients behind the scenes
• What rebalancing really means and why it protects your portfolio over time
• How to stay calm and think long term when the headlines get loud
• The power of process, philosophy, and teamwork in financial decision-making
• And more!

Connect with Jude Boudreaux CFP®:

• The Planning Center
• LinkedIn: Jude Boudreaux
• jude@theplanningcenter.com
• Phone: (504) 717-4862

Connect with Caleb Arringdale:

• LinkedIn: Caleb Arringdale
• caleb@theplanningcenter.com
• Phone: (309) 797-4030

Connect with Kevin Olson:

• LinkedIn: Kevin Olson
• kevin@theplanningcenter.com
• Phone: (888) 333-6986

About our Guest:

Kevin Olson, CFP®, is a Trade Desk Associate at The Planning Center in Moline, where he brings 7 years of investment experience, having previously worked for The Vanguard Group in Scottsdale, Arizona. He is responsible for running our trade desk, which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.