Midyear Inflation & Investment Check-In

Insight in Indian Country Podcast

Trusted Expertise to Serve Tribal Nations

The impact of inflation on investment portfolios in the second half of 2023 can be mitigated with the right strategies. Join host Wes Benally and Paul Madrid, REDW Wealth Management Principal and Practice Leader, for a midyear check-in on investment considerations. In this episode, Madrid shares valuable insights on investment strategies, emphasizing the importance of diversification and taking a long-term perspective for investment decisions.

Madrid also discusses the unique challenges and opportunities of investing for tribal communities, highlighting the importance of collaboration and long-term planning. Whether you’re an individual investor in Indian Country or part of a tribal community, this episode offers valuable insights and advice for making informed decisions in today’s complex market.
Don’t miss out on this opportunity to gain valuable insights from a leading wealth management expert. Tune in!

Have a question or want to suggest a discussion topic for our podcast? Connect with Wes.

REDW LLC is proud to bring you the Insight in Indian Country Podcast, covering important advisory, accounting, and finance topics that impact Tribal Nations and business affairs. Thanks for listening!

Meet Your Hosts

Wesley Ryan Benally, CPA

REDW Principal and National Tribal Practice Leader

As the leader of REDW’s National Tribal Practice, Wes is committed to improving financial literacy throughout Indian Country. He oversees audits of a wide range for Native American communities, state and local government agencies, and non-profits, nationwide and is a member of the Arizona State Board of Accountancy’s Peer Review Oversight Advisory Committee and serves as an instructor with Arizona State University’s American Indian Policy Institute.

Paul Madrid, CFA®, CFP®, AIFA®

REDW Wealth Management Principal and Practice Leader

As head of REDW’s Wealth Management practice, Paul works with a wide range of clients, individuals to large institutions. He acts as an investment consultant with large government institutions and with Native American tribes by providing support to internal audit services, assistance with investment policies, asset allocation design, and reviews of investment providers. In the course of his work, Paul conducts research, performs investment analysis and portfolio management, and holds educational seminars.

© 2023 REDW Wealth LLC. This publication is intended for general informational purposes only and should not be construed as investment, financial, tax, or legal advice. Information and instruction shared in the article above do not guarantee outcomes, performance, or quality of services provided to REDW Wealth Management clients by REDW Wealth Management or its employees. Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Advisory, Assurance, and Tax is offered through REDW LLC. Wealth Management is offered through REDW Wealth LLC.

Compensation Studies—Your Key to Hiring & Retaining Top Talent.

It’s important to attract—and retain—the best employees to ensure the long-term success and sustainability of your tribal organization. And given an exceptionally competitive labor market and the usual budget constraints, this means basing your employee compensation and benefits programs on relevant and reliable data.

Learn more about REDW’s 2023 Tribal Compensation Study.

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