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Current State of the Markets & Investing with Matt Heimann, CFA (Part 2)
As the financial landscape continues to evolve, investors are seeking clarity and direction in an increasingly complex market. That’s why we wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA,
is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models. In this two-part conversation, he’ll provide a deep dive into the intricacies of investing, interest rates, and the future of the markets.
Here’s some of what we cover in this episode:
anticipation of future rate declines?
returns?
Connect with Matt: https://www.linkedin.com/in/mattheimanncfa/
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
View all episodes
By Riverbank RichesAs the financial landscape continues to evolve, investors are seeking clarity and direction in an increasingly complex market. That’s why we wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA,
is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models. In this two-part conversation, he’ll provide a deep dive into the intricacies of investing, interest rates, and the future of the markets.
Here’s some of what we cover in this episode:
anticipation of future rate declines?
returns?
Connect with Matt: https://www.linkedin.com/in/mattheimanncfa/
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.