Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Portfolio Moves in Light of Recession Fears


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Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio.

 

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Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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Here are some of the assumptions we will discuss in this episode:

  • So many factors that cause people to worry about a recession. (4:03)
  • Should you make portfolio changes or should you go to cash?  (7:43)
  • Why trying to time the market is even more difficult around a recession.  (12:53)
  • How the Retire Smarter Solution™ plays into building a portfolio. (17:08)
  • How to approach a recession if you’re worried about your finances. (20:09)
  •  

    Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/

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    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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