Nov 2, 2022
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services.
How likely is a recession and when will that occur? Brian shares an investors sentiment based on the S&P 500 being forward looking and earnings being backward looking.
Brian shares bull and bear cases for specific stocks.
Chris and Jeff discuss scenarios of lost 401k’s and collections of investments. They get into what can be done and realities with retirement accounts in these scenarios.
Chris and Jeff cover 7 things not to do when you retire in regard to retirement spending, social security, spending investment capital, debt, inheritance, healthcare, and planning.