Inside Our Fund Investor Call: Rate Cuts, Crypto Pullbacks, & Long-Term Wealth Strategy
Release Date: 12/15/2025
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info_outlineThis episode is a little different, in the best way. We’re letting you in on part of our monthly call with our investors, where we walk through what we’re seeing in the markets, how we’re navigating the swings, and what’s really happening behind the scenes inside our multi-asset fund. We’ve always believed in high transparency, so think of this as us inviting you to sit in the call with us and just listen in.
We talk honestly about the shifts we saw this month, the rate cuts, the changes in liquidity, the crypto pullbacks, and how we’re making decisions from a long-term, legacy lens instead of reacting to every little bump. We also break down how funds actually work, why performance can look different month to month, and what we personally look at when things feel uncertain.
And of course, we go deeper into the mindset piece, because so much of investing is navigating your own emotions. We’ve had the same late-night thoughts you’ve probably had, the “is this normal?” questions, and we talk through how we stay grounded, what data keeps us steady, and why zooming out always brings the clarity back. We also share how our faith shapes these moments by remembering our God-given mandate to multiply what He’s entrusted to us and to steward it well for the long haul.
If you’ve ever wondered what it actually sounds like when we walk our investors through a real-time fund update, this is it. A little raw, very real, and packed with the exact perspective we lean on when building generational wealth in a shaky market.
Key Timestamps:
[00:00:00] Introduction
[00:01:33] Inside Our Investor Call: Key Questions
[00:04:58] Jonathan’s Market Breakdown
[00:07:41] Staying Grounded Through Market Swings
[00:13:01] The Mindset Shift Most Investors Miss
[00:21:21] Closing Thoughts & Big Picture Perspective
Memorable Quotes:
"We believe it's a God-given mandate to multiply your wealth, your resources, your finances. And so that is why we have an investment fund." [00:23:39] – Melissa Edmiston
"Legacy building is long-term. It's generational wealth that we're trying to build here. And that's what I want to just make sure that we're keeping our focus on for multi-generational." [00:24:30] – Jonathan Edmiston
Connect With Us:
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