An All-Weather Financial Plan – Show 14


On this podcast today we’re going to talk about a couple financial indicators and what they are telling us. As a financial adviser I am a student of the markets and I study and observe what’s going on.

 

I do this so our clients don’t have to. In fact, we build portfolios that are all-weather financial plans. This helps to create peace of mind for our clients.

 

When I’m buying tires for my cars, I look for the all-weather tires. I have no interest in having to change tires out in the summer or winter. I want tires that I can put on and forget about them. I want them to do their job. And that’s what we do for our clients, we put a plan together that they can forget about and it will do its job. Our clients don’t have to worry about what to do when the stock market is crashing or they don’t feel like they have to buy Tesla because it’s the next big thing.

 

The info I share on the podcast impacts us all, and it especially impacts those who are within ten years of retirement or are retired now. We can you make some adjustments to your financial plan to prepare in light of worldwide financial events. Click here to listen to the show.

 

Last year warned our clients about a possible recession coming. Even if you are evergreen optimist, you had to see that markets can’t continue up in perpetuity.

 

It’s important to understand that when everyone is optimistic about the stock market, as it appears many are now, it’s time to be really cautious. When others are fearful is when looking for opportunities in the market can be beneficial.

 

This show is a little different from many of our shows have been thus far, but it’s important to have some understanding of what’s going on in the markets. The point of sharing this info is to tell you that now is the time to take action with preparing your financial plan.

 

Because you deserve a great retirement, and a great retirement starts with a financial plan. You deserve a great retirement that isn’t filled with worry about money.

 

You deserve a great retirement that’s filled with choices and freedom and joy. So, give us a call at 864.618.4800 or shoot me an email and let’s get you on your way to a great retirement! – David C. Treece

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Sources:
Campbell Harvey, a finance professor at Duke
Yield Curve Inversion
Overnight Lending Rates
2019 Quantitative Easing
Fed Buys Stocks
Fed Buys Corporate Bonds
FANG Driving Index
Robinhood Adds 3 Million New Users
Corporate Debt Issue
Holding Foreclosures Off Market
Labor Force Participation Rate

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