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Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
Manage episode 328260724 series 2401634
Hear Kevin explain what has been happening in markets with key points related to understanding diversification, risk, and four key economic regimes for investors to balance against. Learn why even a "balanced investor" has 90% of risk coming from one asset class, and why bad behavior is causing severe pain for many return-chasing investors as they go down with the ARKK.
The egghead alert may sound on this episode, but Kevin will keep things at a high, understandable level at this crucial time.
Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
Listen for these key topics:
1:43 - Why we're talking about this
3:25 - Emotion creeping in
5:55 - Don't lose sight of the purpose of the money
9:30 - So many factors to changing expectations
10:32 - YTD returns we've seen
12:24 - Idea of diversification
16:16 - Recent stock values
17:45 - ARKK ETF
21:03 - The investing environment and factors that change it
23:25 - Risk from stocks vs bonds
29:02 - What's been working this year?
33:16 - Takeaways
Read more and get additional financial resources here: https://www.truewealthdesign.com/podcast/
146 つのエピソード
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 328260724 series 2401634
Hear Kevin explain what has been happening in markets with key points related to understanding diversification, risk, and four key economic regimes for investors to balance against. Learn why even a "balanced investor" has 90% of risk coming from one asset class, and why bad behavior is causing severe pain for many return-chasing investors as they go down with the ARKK.
The egghead alert may sound on this episode, but Kevin will keep things at a high, understandable level at this crucial time.
Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/
Listen for these key topics:
1:43 - Why we're talking about this
3:25 - Emotion creeping in
5:55 - Don't lose sight of the purpose of the money
9:30 - So many factors to changing expectations
10:32 - YTD returns we've seen
12:24 - Idea of diversification
16:16 - Recent stock values
17:45 - ARKK ETF
21:03 - The investing environment and factors that change it
23:25 - Risk from stocks vs bonds
29:02 - What's been working this year?
33:16 - Takeaways
Read more and get additional financial resources here: https://www.truewealthdesign.com/podcast/
146 つのエピソード
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