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Radio Show #4: The Reality of the Economy & Stock Market
Manage episode 420581300 series 3573568
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Many of the questions we get from clients deal with the stock market and the economy. There’s plenty of uncertainty around inflation and interest rates so let’s do our best to give you the reality of what’s happening this year. This show dives into the intricacies of the stock market, the role of the Federal Reserve, and the potential impacts of commercial real estate on the economy.
Here’s some of what we discuss in this episode:
- The reality of what’s happening in the stock market this year.
- The different sectors of the S&P 500.
- What is the Magnificent Seven as it relates to the S&P 500?
- Is your portfolio appropriate for your stage of life in retirement?
- What you need to know about the Fed and inflation.
- A recent Vanguard study had some interesting facts about using a financial advisor.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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