Is 2021 a Bubble for Investing?

Wondering what’s going on with the financial markets? I’m joined by consultants Rob Bertman CFA, CFP® and one of our newest consultants, Molly Laughter MBA, CFA, CFP® to examine whether we’re in a bubble. The three of us have a variety of experiences handling billions of investment dollars. We’re doing a technical deep dive into what is going on with the financial markets and what the investment landscape in general is currently like. And most importantly, talking about what it all means for investors and student loan borrowers.

In today’s episode, you'll find out:

• Are we in a bubble? And if so, why should you be thrilled
• Why tech have been killing it in the stock market
• What is a “special purpose acquisition company” (SPAC)
• How an automatic investment plan is a great antidote to fears of a bubble
• Is buying bonds dumb right now
• Our thoughts on robo-investing and Robinhood
• Day-trading vs long-term investing
• When you invest in an index fund, what are you actually buying
• Valuation and why it matters… or doesn’t
• Why deleveraging is always a good plan
• Should you refinance federal student loans this year?

 

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