In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored strategies for individuals at various stages of retirement planning—whether you're 10 years out, just about to retire, or already enjoying it. With a focus on facts over fear, this episode offers practical guidance to help you navigate market volatility with clarity and confidence.
04:47 Current Market Conditions and Economic Data08:00 Tariff Impacts and Market Reactions09:40 Understanding the Why and How of Tariffs19:49 Potential Outcomes and Future Projections26:19 Diversification Strategies27:31 Rebalancing Portfolios28:50 Market Timing and Adjustments34:48 Client Group Strategies: 10+ Years to Retirement37:52 Client Group Strategies: 5 Years to Retirement39:59 Client Group Strategies: 1 Year to Retirement41:37 Client Group Strategies: Newly Retired43:11 Client Group Strategies: Comfortably Retired45:12 Conclusion and Final Thoughts