Bad Economic Data May Be Scary, But There's Money to Be Made From It! | Rise UP!
Wealthion - Be Financially Resilient
Portfolio Balancing Strategies
This chapter explores strategies for optimizing investment portfolios by balancing risk and returns in the face of inflation and economic downturns. The speakers emphasize the importance of asset correlation, incorporating alternative assets, and the urgency of early retirement savings to enhance financial stability.
In a week of negative data, the Rise UP! team of Terri Kallsen and Bleakley Financial Managing Partner Scott Schwartz and Partner Jeffrey Miller find the upside of investment opportunities. From how a much weaker dollar creates opportunities overseas, to the Mag 7 and the trickle down effect they have on other companies and the huge AI opportunities that still exist. Also, what is really going on with inflation and the economy and building an "all weather" portfolio. Plus, an in-depth conversation on planning for your retirement including Jeff’s yo-yo correlation you don’t want to miss.
Key Takeaways:
- How to Capitalize on a Weaker Dollar
- Opportunities the Mag 7 Create and Other Sector Options
- Building an "all weather" portfolio that gets through any storm
- Retirement planning and there is a difference between financial independence and retirement
Get Jeff and Scott’s great insights one-on-one with a free review of your portfolio. Go to wealthion.com/free and select Bleakley Financial on the form.
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
2:06 - Markets This Week
2:58 - News Affecting the Markets
4:30 - A Weaker Dollar Isn’t Necessarily a Bad Thing
5:50 - Sectors Where Value Still Exists
7:45 - The 70/30 Analysis
8:21 - The “All Weather” Portfolio
10:40 - The Latest on Tariffs
11:45 - There’s Optimism Out There
13:28 - The Cause and Effect of Tariffs and Your Portfolio
14:40 - Cap X Spending
16:25 - AI Driving Markets and Cap X of the Mag 7
17:30 - AI and the Big Future that Exists
19:34 - The Mag 7 is Back
20:30 - Mag 7 Likely Overpriced — Areas Where There is Value
22:20 - Mag 7 S&P Share and the Trickle Down Effect
24:52 - Planning for Your Retirement Planning
25:20 - How Do I Know When is the Best Time to Retire?
27:15 - There’s a Difference Between Financial Independence and Retirement
30:30 - How Do I Take Advantage of the Upside of the Tax Bill, While Protecting My Portfolio From Potential Economic Slowdown?
30:45 - Portfolio Correlation — the Yo-Yo Correlation
33:25 - Gold, Silver, Platinum and Other Assets that can Protect Your Portfolio
36:00 - When Do I Need to Start Thinking About My Retirement Plan?
37:00 - What to Watch Next Week
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#Wealthion #Wealth #Finance #Investing #AI #RetirementPlanning #Mag7 #StockMarket #InvestmentStrategy #Macroeconomics #USDollar #Gold #Silver #PortfolioManagement
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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