Portfolio Moves in Light of Recession Fears

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/