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/
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