Bridlewood Private Wealth

The Program

Markets, portfolios, and planning. The way we actually see them.

Latest Videos

Portfolio strategyShort Video

Direct Indexing vs. ETFs

If you own index ETFs in a taxable account, you are leaving a major tax advantage on the table. How direct indexing captures the same return while harvesting losses along the way.

July 20, 2026

Digital assetsShort Video

Why Stablecoins Are Just a Better Version of the Dollars You Already Use

You already use digital dollars for everything. Stablecoins are the same thing, they just put instant access and control of your own money back in your hands.

July 3, 2026

Cash ManagementShort Video

How to Structure Your Cash to Earn More Without Taking Risk

Most people keep their cash in the three worst places for it. How to structure it in buckets with US Treasuries so it stays liquid and still earns around 4.5%.

June 22, 2026

Wealth PlanningShort Video

How Wealthy People Access Cash Without Selling Their Investments

The move the wealthy use to get liquidity without selling a single investment, and how it actually works.

June 17, 2026

Market commentaryShort Video

The SpaceX IPO: What's Actually Driving the Price, and What Happens in August

The early move in SpaceX has almost nothing to do with the company. A look at the unprecedented rules behind the price, and the supply wave coming in August.

June 16, 2026

Private marketsShort Video

Why Private Equity and Private Credit Are the Biggest Risk in Markets Right Now

Why investors are paying a premium for less liquidity and less transparency to get into private markets, and whether the asset class is actually worth allocating to.

June 12, 2026

Keep up with Bridlewood

We post daily on Instagram and TikTok with short takes on markets, portfolios, and planning. It's the fastest way to stay in the loop.

The Podcast

More in-depth discussions and analysis, often with industry guests.