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Showing posts with the label MarketVolatility

The Approach of a Recession

The stock market has been hanging on to highs recently but economic data has been sending another message. With the focus being on the price of markets lately, I thought I would focus on some economic data that came out today and what I expect from future reactions. Pretty much, another recession box was checked today as the Philly Fed has finally fell below -30. This is important because we have never had a recession or massive amounts of unemployment without this index being that low. This doesn't mean we will have a recession immediately, but now it would make more sense if the next shock caused the recession, as the macro-economic conditions can support it. Beyond that, if economic data like the Philly Fed keep cratering, there is a good chance we will see the jobs market react next. If that happens, that will be the last shoe to drop for the economy and we will probably begin the recession then. Essentially, if we start crossing these macroeconomic thresholds, we wil

Review of Noble Gold Investments in 2023: A Top-Rated Gold IRA Company with a 5-Star Rating

Welcome to our Noble Gold Investments Review discussing this 5 star gold IRA company. Go to Noble Gold Investments for their free guide Our Noble Gold Investments Gold IRA Company review is your go-to video for everything you need to know about one of the industry's leading precious metals companies. If you've been considering investing in a Gold IRA or diversifying your portfolio with physical precious metals, then this review is a must-watch. Get This Free Gold Investors Kit ✅: For a more in depth Noble Gold Investments Gold IRA Company Review go to our website here: This video presents key advantages that Noble Gold Investments provides its customers. Variety of Precious Metals and Coin Options: Noble Gold Investments provides a broad range of precious metal investment options. This includes gold, silver, platinum, and palladium in various forms like coins and bars. They also offer a unique selection of collector's coins, which adds diversity to an inves

Financial Decision Making under Stress - Fidelity Investments - May 2, 2023

In this week’s episode, we discuss the latest market news including the expected outcomes of the upcoming Fed meeting. And, since May is Mental Health Awareness Month, and concerns about recession, inflation, rising interest rates, etc. continue to dominate the news, we talk about the impact of stress on people’s financial decisions and how to avoid being sidetracked from your financial goals by these fears. Take our Gratitude Exercise: Questions? Drop them below 👇 and we’ll reply right in the comments. • Subscribe to Fidelity Viewpoints: • To learn more about trading at Fidelity, visit • To see more videos, subscribe on YouTube: • Follow Fidelity on Discord: • Follow Fidelity on Facebook: • Follow Fidelity on Instagram: • Follow Fidelity on LinkedIn: • Follow Fidelity on Pinterest: • Follow Fidelity on Reddit: • Follow Fidelity on TikTok: • Follow Fidelity on Twitter: Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 029

"Enhance Your and Your Family's Financial Literacy" - Upcoming Workshop by Fidelity Investments on 4/25/23

First-quarter earnings season is finally here, with many of the biggest tech names reporting results this week. And April is “Financial Literacy Month” so we’re going to be talking about how financial education can help you feel more prepared -- no matter what’s happening with the stock market. Learn more: Questions? Drop them below 👇 and we’ll reply right in the comments. • To learn more about trading at Fidelity, visit • To get started with investing in stocks or ETFs, visit • To see more videos, subscribe on YouTube: • Follow Fidelity on Discord: • Follow Fidelity on Facebook: • Follow Fidelity on Instagram: • Follow Fidelity on LinkedIn: • Follow Fidelity on Pinterest: • Follow Fidelity on Reddit: • Follow Fidelity on TikTok: • Follow Fidelity on Twitter: Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 923295.227.1... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Acco

Mitigating Risk through Investments: Real Estate, Variable Annuities, and Inflation - YMYW Podcast 321

Today on Your Money, Your Wealth® podcast 321 with Joe Anderson, CFP® and Big Al Clopine, CPA: is selling rental property to buy a variable annuity a good risk management strategy against sequence of return and interest rate risks? Small-cap vs. emerging markets: which has better risk-adjusted returns for market volatility? Are eREITs (non-traded real estate investment trusts) a good retirement investment? Is RPAR Risk Parity ETF a good inflation hedge? Should you do tax gain harvesting in declining financial markets? Access the transcript and resources, ask money questions: 00:00 - Intro 01:18 - Should I Sell Rental Property and Buy a Variable Annuity, Since Bonds Will Lose Value as Interest Rates Increase? (Tom, Lynwood, WA) 15:10 - What Do You Think of eREITs? (Jim, Santa Cruz, CA) 18:00 - Inflation: Should I Invest in RPAR Risk Parity ETF? (Mo, Orange County) 24:39 - Emerging Markets vs Small-Cap: Which Has Better Risk-Adjusted Return? Should I Get Rid of My Variable An

"Why a Gold IRA and Diversifying Your Portfolio are Crucial Investments You Cannot Overlook!"

Click Here For Free Investors Guide ✅: Discover the hidden world of Gold IRA investing and portfolio diversification in this comprehensive video! Learn how Gold IRA tax benefits, tax-deferred growth, and security can provide you with a valuable hedge against inflation and volatility in the market. Uncover the secrets of diversification in Gold IRA, including physical gold as an asset class, and explore self-directed IRA options for investing in gold bullion. Traditional gold IRA pretax funding and tax-deductible contributions in a traditional gold IRA can further enhance your investment strategy. Get Up to $10,000 in Free Silver 👉 Maximize your investment income through risk management, asset allocation, and multidimensional investment strategies, while optimizing your portfolio with a strategic asset mix. Dive into the world of mutual funds, exchange-traded funds, balanced funds, index funds, sectoral funds, and fund-of-funds, exploring the advantages of each in creati

Diversification Vs. Fees: What’s More Important for Retirement Investing? - YMYW podcast 410

Today on Your Money, Your Wealth® podcast 410 with Joe Anderson, CFP® and Big Al Clopine, CPA, is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? The fellas also talk about real estate funds vs. real estate investment trusts (REITs), and TIAA annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions that are still relevant in today’s volatile markets on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:55 - What’s More Important, Diversification or Low Fees? (Matt, VA - voice) 06:20 - What Causes Mutual Fund Price Fluctuation? (Brent, Bennington) 10:07 - Download the Guide to Growing Your Wealth: 10:45 - Are Midcap Funds Necessa

How to Manage Financial Market Stress? With the Help of a Caddie- Your Money Your Wealth podcast 398

Today on Your Money, Your Wealth® podcast 398, as the financial markets fall and then surge, Joe Anderson, CFP®, and Big Al Clopine, CPA talk about market timing, reallocating retirement contributions, and portfolio rebalancing. Plus, your questions answered on estimated taxes, Roth conversions, and the logistics of inheriting IRAs and passing assets on. Finally, how is a financial advisor like a golf caddie when markets get volatile? Joe and his Pebble Beach golf caddie buddy, Big G from the Real Life Caddie Podcast, discuss how their professional knowledge and experience can help the rest of us avoid big mistakes. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:56 - I Know Market Timing is Bad. What About Reallocating Retirement Contributions? (April) 05:50 - How to Rebalance Bonds and Stocks in This Volatile Market? (Mick, Davis, CA) 13:50 - Download the Bear Market Survival Guide: 14:25 - Does the IRS Care If I Haven’t

#147 How to power your Pension & retirement: Your Questions Answered | Do More With Your Money

How can you power your pensions and retirement? Our expert panel provide the answers to your most asked questions on investing towards a richer retirement, including top tips on consolidating your Pensions and making your money more tax efficient. Plus, how to use an ISA effectively, our panel’s thoughts on the economy this year, and our personal highlights from another fantastic year at True Potential. 0:00 Is delaying retirement a good idea amid volatility? 4:18 When should I change investment risk category? 7:37 How many beneficiaries can you name in expression of wish? 10:19 Why should I name beneficiaries? 13:10 What is the benefit of consolidating Pensions? 17:10 How easy is it to consolidate Pensions? 18:58 Can I transfer my ISA into a Pension? 22:42 What's the easiest way to find lost Pensions? 24:44 What's the top tip for starting to invest? 27:21 What can we expect in the economy next year? 31:02 What is the highlight of the year at True Potential? Thanks