The 5 Keys to Building Generational Wealth - And What Most Investors Get Wrong

Think your portfolio is built for long-term success? Many investors overlook a key piece: how the portfolio is structured.

In this exclusive conversation, Austin Root, Chief Investment Officer at Stansberry Asset Management, and Marc Chaikin, Founder of Chaikin Analytics, share how blending fundamental and technical investing—what they call “Crossover Investing”—can help reduce risk and uncover new opportunities.

Watch the replay to learn:

• What’s happening in today’s markets and where risks and opportunities may be emerging
• Why relying on a single investing style can hold you back—and how a hybrid approach may improve outcomes
• The most common mistakes investors make when trying to build generational wealth
• How to rethink portfolio construction for long-term stability and growth

This isn’t about chasing the latest trend. It’s about applying research-driven strategies to build wealth that lasts for generations.