October 17, 2022

Luke on 2CC – Volatility and rising interest rates

17 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 14 October 2022. Leon returns to the studio this week, after having a week off. This week’s topic for discussion is: Market volatility. We’ve seen a bit of volatility in markets recently, how should smart investors react to it?

Key topics covered include:

During market volatility, how can you think about it to make more sense of it?

For individuals it’s your risk profile that should guide you on how to invest. Do you know your risk profile?

Your emotional reaction in times of market volatility is a good indicator of what your risk profile might be

Knowing your underlying investments are sound in times of volatility can provide peace of mind

Rising interest rates – term deposits are likely to go up to, as interest rates are still likely to rise into the near future

Also think about Capital Gains Tax. Sell and buy to offset future gains

Think about dollar cost averaging into new investments

Finally, Luke shares his top tips around investments, rising interest rates and market volatility

Listen to the Podcast right now

https://www.envisionfinancial.com.au/wp-content/uploads/2022/10/The-Strategy-Stacker-Luke-Talks-Money-14102022.mp3

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Do you need investment advice?

In times of market volatility, your true feelings about risk and return might come through. Seek advice with investing, to help you manage risk while working towards achieving your goals.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcasts on our website too.

We look forward to your company again and sharing more news about the book that’s coming in 2023!

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By Luke Smith