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What's REALLY Going on in the Financial Markets
David talks about financial indicators and what they are telling us. As a financial adviser he is a student of the markets and he studies and observes what’s going on. He does this so our clients don’t have to. We build portfolios that are all weather financial plans.
Last year we were warning our clients about a possible recession. Even if you are evergreen optimist, you had to see that markets can’t continue up in perpetuity. David shares some signs we warned our clients about last year.
It’s important to have an understanding of what’s going on in the financial markets. Now is the time to take action with preparing your all-weather financial plan.
Sources:
Campbell Harvey, a finance professor at Duke
Yield Curve Inversion
Overnight Lending Rates
2019 Quantitative Easing
Fed Buys Stocks
Fed Buys Corporate Bonds
FANG Driving Index
Robinhood Adds 3 Million New Users
Corporate Debt Issue
Holding Foreclosures Off Market
Labor Force Participation Rate
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.
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By David C. Treece
4.7
33 ratings
David talks about financial indicators and what they are telling us. As a financial adviser he is a student of the markets and he studies and observes what’s going on. He does this so our clients don’t have to. We build portfolios that are all weather financial plans.
Last year we were warning our clients about a possible recession. Even if you are evergreen optimist, you had to see that markets can’t continue up in perpetuity. David shares some signs we warned our clients about last year.
It’s important to have an understanding of what’s going on in the financial markets. Now is the time to take action with preparing your all-weather financial plan.
Sources:
Campbell Harvey, a finance professor at Duke
Yield Curve Inversion
Overnight Lending Rates
2019 Quantitative Easing
Fed Buys Stocks
Fed Buys Corporate Bonds
FANG Driving Index
Robinhood Adds 3 Million New Users
Corporate Debt Issue
Holding Foreclosures Off Market
Labor Force Participation Rate
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.