Gehen Sie mit der App Player FM offline!
Portfolio Moves in Light of Recession Fears
Manage episode 364286431 series 2401634
Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
Here are some of the assumptions we will discuss in this episode:
- So many factors that cause people to worry about a recession. (4:03)
- Should you make portfolio changes or should you go to cash? (7:43)
- Why trying to time the market is even more difficult around a recession. (12:53)
- How the Retire Smarter Solution™ plays into building a portfolio. (17:08)
- How to approach a recession if you’re worried about your finances. (20:09)
Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
147 Episoden
Portfolio Moves in Light of Recession Fears
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 364286431 series 2401634
Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
Here are some of the assumptions we will discuss in this episode:
- So many factors that cause people to worry about a recession. (4:03)
- Should you make portfolio changes or should you go to cash? (7:43)
- Why trying to time the market is even more difficult around a recession. (12:53)
- How the Retire Smarter Solution™ plays into building a portfolio. (17:08)
- How to approach a recession if you’re worried about your finances. (20:09)
Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
147 Episoden
Toate episoadele
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.