Big-Picture Look at the Current Market Conditions
In this episode, Kate sits down with Brad Conger, deputy chief investment officer at asset management firm Hirtle Callaghan. Brad offers a big-picture view of the current broad market conditions, along with some practical tips regarding portfolio allocations and ways to think about various asset classes.
How should retail investors handle the current uncertainty?
Why Brad thinks all current events are reflected in the prices of securities, and why that means there’s no need to overreact to market circumstances
To get the potential return of equities in the long term, investors need to stomach the downturns
How investors are at risk from remaining in denial long after a rally gets underway
Why the fundamental backdrop is strong right now, despite negative headlines
Are investors unrealistic about the kind of portfolio returns they should expect, given historical return?
Why it’s important to remind ourselves that the S&P won’t always deliver the kind of returns it did last year
Why changing horses mid-stream and changing your investment plan could derail your retirement nest egg
Despite the different labels on various asset classes, they are all exposed to aspects of the economy. This means a once-defensive asset may be at risk, depending on economic conditions
Why investors should have as much exposure to growth as they can, depending on their time horizon and risk tolerance
Why the investment industry doesn’t always make it easy to understand what you own, despite the labels on funds, other products
Stocks mentioned in this episode
Netflix (NFLX) Walmart (WMT) Microsoft (MSFT) Amazon (AMZN) PayPal (PYPL) Visa (V) Mastercard (MC) Intuitive Surgical (ISRG) Thermo Fisher Scientific (TMO) Danaher (DHR)
How to learn more about Brad and his firm
Links mentioned in this episode: https://www.marketbeat.com/subscribe/subscribeallaccess.aspx
This podcast is hosted by ZenCast.fm
Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.View episodes
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