What if the biggest threat to your portfolio isn't the market—but your own instincts?

In this episode of Watch Your Six, Jason Edwards breaks down what recent Federal Reserve rate cuts really mean for consumers, investors, and the broader U.S. economy. He explains how interest rates drive spending, growth, and opportunity—then shifts into one of the most overlooked dangers in investing: subtle, creeping greed that quietly destroys diversification and long-term stability.

From real-world cautionary tales to practical strategies around portfolio balance, tax efficiency, and market cycles, this conversation is a must-listen for anyone serious about protecting and growing their wealth—especially in volatile times.

Key takeaways include:

• Why lower interest rates can act as a catalyst for economic growth
• How greed quietly undermines diversification (even for high-net-worth investors)
• Smart tax strategies, including capital gains planning and tax-loss harvesting
• Why procrastination can be one of the most expensive financial mistakes
  
  

The market will always rise and fall—but with the right team and the right strategy, you don't have to ride it all the way down. Stay informed, stay disciplined, and remember to always watch your six.

🎙️ Watch Your Six — helping you safeguard your financial future.

📌 Connect with Jason Edwards:

LinkedIn | Email | Watch Your Six

🎙️ Follow the show: Watch Your Six

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.