401(k) Roundtable

Making Sense of the Economy, Market & Your 401(k) Plan for 2017


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We have been getting a lot of questions about what the future holds for the global economy and financial markets in the wake of the US elections.  So, I was excited to have Dr. David Kelly, a CFA charterholder and the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management join me on the podcast.  I have always appreciated Dr. Kelly’s ability to take complex and confusing economic and market concepts and relay them in a way that is easy to follow, understand and take action on , even for those of us who don’t have a finance or economics degree!  Don’t miss his thoughts on the go forward prospects for inflation, interest rates, the impact of the US election and Brexit, the real state of unemployment and probably most important how all of this relates to your retirement plan and investment menu.  He also has some pretty memorable quotes that are still rattling around in my head, be sure to share with us which ones were your favorites!  

If you are not subscribed to the podcast, search 401(k) Fridays on iTunes or your favorite podcast app or go to 401kfridays.com/subscribe today, we release a valuable new episode every Friday!  And now, I hope you enjoy my conversation with Dr. Kelly!

Guest Bio

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to thousands of financial advisors and their clients.

​Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisors can use to communicate to their clients. He is a keynote speaker at many national investment conferences. David is also a frequent guest on CNBC, and other financial news outlets and is widely quoted in the financial press.

​Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

​David is a CFA® charterholder. He also has an Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

401(k) Fridays Podcast Overview

Helps employers navigate the evolving retirement benefits landscape through weekly engaging interviews with industry leaders, subject matter experts and progressive employers with unique viewpoints. The diverse in-depth perspectives and relevant topics help employers make more informed decisions about their retirement benefit programs which will positively impact their employees and business.  

We are quickly approaching our 50th podcast episode!  In prior episodes we have explored timely and relevant topics for employers and retirement plan sponsors ranging from fiduciary best practices, behavioral finance, plan design trends, financial wellness and much more!  To explore our growing library of content, if you are subscribed to the podcast, scroll through your podcast app and pick a few episodes that catch your interest, or go to 401kfridays.com/podcasts to find prior episode descriptions, guest bios bonus information and more!

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401(k) RoundtableBy Rick Unser

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