We're talking about how your stock exposure works into your financial plan. Specifically, we're covering how we use stocks as a tool can help mitigate the negative impacts on your long-term plan.
No doubt about it, the economic outlook is a bit concerning, at least to me. We’re seeing real stock market volatility and with it drops in the Dow Jones, NASDAQ and S&P 500 that give most observers heartburn. But why?
While this may not be a “red” or “blue” issue, it certainly is an emotional one. The government has stepped in and waived the financial obligations of those in debt for $10,000 or less.
We have planned, within the diversification of your portfolio, for times and seasons just like this.
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.
Our economy is trying to burn off the rocket fuel that the government injected into our economy during COVID in the form of about $17 trillion worth of capital. How do we get there?
With the economic stage set, I want to talk about four things that we have already done and are currently doing within your portfolio.
If you're near or at or in retirement, you may be starting to feel anxious. Can you be confident in the face of 7% inflation? It's a valid question to ask.
"Drama" is an accurate word to describe our current economic environment. We're seeing the effects of inflation, international conflicts, and a divided country take its toll on our landscape. But here at Vizionary, we still believe in a hopeful future for our 10, 20, and 30 year economic horizon. Here's Wayne Wagner Jr.'s take on why we can still be optimistic for what lies ahead.
In the past 20 years, our economy has seen 3 market drops of 30% or more. Understanding the market conditions (and mistakes) that caused them gives us insight into our current economic environment.