This chapter explores the significance of safeguarding client investments by moving towards equity investments, reducing reliance on fixed income. It also delves into avoiding Big Tech and implementing a sensible rotation strategy, ending with insights from Chris McMahon of Greenest Wealth Advisors and MFA Wealth.
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Bloomberg Intelligence Senior Policy Analyst Nathan Dean explains how sectors, from banks to electric vehicles to big technology firms, will likely face a status quo policy environment under Vice President Kamala Harris if she were to win the presidential election in November. Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick and Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams break down the investor’s reaction to President Biden dropping out race for the White House. Juliann Edwards, Chief Development Officer of The Nuclear Company, talks about plans to construct a series of nuclear power plants in the US. And we Drive to the Close with Chris McMahon, CEO of Aquinas Wealth Advisors.
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