Portfolio Moves in Light of Recession Fears

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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2y ago 26:36

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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.

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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/

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