Financial Symmetry: Balancing Today with Retirement

Fighting FOMO in Your Portfolio, Ep #233


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Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly on the importance of understanding market trends and the role diversification plays in safeguarding your wealth.

Outline of This Episode
  • (03:08) Investing with diversification mitigates risk; US stocks average 10% annual returns over the long term but vary yearly.
  • (08:39) US and China stock market gains were largely driven by speculative buying, with US stocks being pricier than international and small stocks.
  • (12:07) Tech stocks are currently overvalued, reminiscent of past market bubbles
  • (15:57) Bonds have a stable 5% return, but cash rates are volatile and are expected to drop to 3.9% this year.
  • (17:37) Despite acknowledging the unpredictability of the future, experts from BlackRock, JPMorgan, Schwab, and Vanguard forecast international markets to outperform US markets over the next decade.
  • (20:01) Diversification guards against risk and helps investors achieve their goals

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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