February 13, 2026

Financial Issues · Feb 13, 2026 · 1h 25m

In today's show, Mark Minnella alongside Seth Udinski and Sam Case explore recent market volatility, softer inflation data, and how media narratives can shape investor perception. They discuss practical stewardship principles such as when to consider taking profits, how asset allocation and risk tolerance influence portfolio decisions, and why maintaining a healthy "sleep factor" matters. The conversation highlights portfolio diversification, pruning winning positions responsibly, and managing exposure within reasonable percentage ranges. They also present strategies related to tax…