As we approach the election season, know that there are a lot of issues to consider, we often correlate our own financial picture to certain parts of politics. On today’s podcast we are joined by guest Mark Eibel and he will share key pieces on why we should consider leaving politics out of our financial planning.
We talk about long and short term impacts to our current environment. You may be asking yourself why the economy is at an uncomfortable spot for most us, but why is the stock market up when so many people are unemployed? Tune in as Mark shares his insights with us.
Perhaps you are gearing up for a life transition like retirement, how will the current environment change how you should continue financial planning and not take your eye off the road toward your goals.
How will taxes be affected by the current and past stimulus packages?
Mark spends time breaking down these topics and more in an approachable matter so you can take the soundbites and have a good conversation with your planning team.
Resources on a few of the pointe Mark mentions in the podcast:
Russell Investments Quarterly Economic Insights
Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business.
Prior to assuming this role in 2008, Mark served as director of Russell’s U.S. equity manager research and head of Russell’s U.S. market oriented-value and Canadian equity manager research teams. Mark joined the U.S. equity and fixed income research team in 1991 as a research associate and was promoted to research analyst in 1994 and senior research analyst in 1995. His Russell career began in 1984 in Russell’s quantitative operations services group.
Mark serves as a principal spokesman for Russell’s investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. Mark is responsible for the quarterly Investment Manager Outlook and represents the investment division on the Board of Directors for the Russell Investment Company.
Find out more about Forethought Planning: www.forethoughtplanning.com
Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.