Radio Show #4: The Reality of the Economy & Stock Market
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.
We begin by charting the course of the stock market’s history, helping us understand the present by looking at the past. We delve into the ‘Magnificent Seven’—the powerhouse stocks that heavily influence market direction—and discuss their impact on your investment portfolio.
Then we move to the Federal Reserve, the enigmatic entity responsible for keeping inflation in check and the economy on an even keel. We’ll explain how the Fed’s decisions can ripple across the economy, affecting everything from mortgage rates to your retirement savings. We’ll close it all out by sharing some concerns about real estate.
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 that had some interesting facts about using a financial advisor.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
