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

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.

Campbell Harvey, a finance professor at Duke
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