Retirement Road Map

060: Matt's Markets on the Move with Laura Russo


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What's happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months?

In today's episode, Matthew Peck is joined once again by SHP Financial's Laura Russo to answer these questions in a special podcast edition of our quarterly update.

We'll explore how AI continues to power large-cap positions, what to expect from the Feds with potential interest rate cuts, and what that means for the bond markets. Matt also shares an important message as we steam full speed ahead into another election and the impact that changes in the government have on the markets. Enjoy!

In this podcast interview, you'll learn:

  • Why we still recommend people own bonds–and why they deserve their place in a diversified portfolio.
  • Why indicators show that global economies are continuing to do well despite worldwide political uncertainty.
  • How AI spending is expected to transform our economy over the next 5-10 years.
  • Why 10 companies are driving 37% of the S&P 500 right now–and why this could be worrisome.
  • The dangers of FOMO when it comes to rational investing.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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Retirement Road MapBy Derek Gregoire, Keith Ellis, and Matthew Peck

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