A look back at 2022 and forward to 2023 in the markets

A look back at 2022 and forward to 2023 in the markets

It's been a turbulent year for investors in 2022, as the Federal Reserve took action against inflation and the stock market reacted to changes in the discount rate. This resulted in a rare phenomenon of both equities and bonds selling off simultaneously - but even during recessionary periods, the stock market has had a positive return on average. 2023 looks optimistic, with no two down years occurring consecutively, but investors must remain diversified and use tax-efficient strategies. Despite periods of volatility, taking a long-run approach to the market can reap rewards.

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Avsnitt(81)

The Epidemic - Parents taking care of grown kids

The Epidemic - Parents taking care of grown kids

We all have a family culture where parents take care of their children until they grow up, sometimes allowing them to neglect their responsibilities because they are with us.In this episode, Melisa Ho...

8 Aug 202324min

Why the S&P 500 Is Not A Diversified Investment Strategy

Why the S&P 500 Is Not A Diversified Investment Strategy

In investing, it is important to explore alternative options in order to minimize the risk of losses.In this episode, I discussed the S&P 500, a stock market index measuring the performance of the 500...

25 Juli 20237min

Tony & René Steelman

Tony & René Steelman

Ever wondered why everyone who has a personal financial planner says it’s a game changer? In today’s episode, Shanna Tingom of Heritage Financial Strategies introduces Tony and Renée, a retired couple...

11 Juli 202310min

From Accounting to Helping Our Clients Build Confidence in their Financial Plans

From Accounting to Helping Our Clients Build Confidence in their Financial Plans

Having a partner who supports you not only in your personal life but also in your business endeavors can bring numerous benefits. From shared goals and mutual support to leverage complementary skills ...

27 Juni 202311min

Wendy Rios

Wendy Rios

For Wendy Rios, being riddled with debt and financial uncertainty was no longer an option. She wanted to visit the land of financial peace. Her dream became a reality when she and her husband deep-div...

13 Juni 202313min

How To Graduate from College in 4 Years, Debt Free

How To Graduate from College in 4 Years, Debt Free

Many students are burdened with student loan debt, with 70% of college graduates in the United States having an average debt of over $30,000. As a parent, we all want to see our children succeed and a...

29 Maj 202318min

Bart Wensink & Lori Durham-Wensink

Bart Wensink & Lori Durham-Wensink

There are several advantages to getting started with financial planning early and focusing on it with a financial expert. However, we all always have questions about this issue. Today, Shanna Tingom o...

9 Maj 202317min

What can we learn from celebrities?

What can we learn from celebrities?

What Do Tom Brady, Usain Bolt, Stephen Curry, Mike Tyson, John McEnero, and Dennis Rodman Have in Common?They were all victims of financial mismanagement, where their money was stolen or misappropriat...

25 Apr 20239min

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