))
Advance Your Wealth - Quarterly Themes (Q4 - 2021)
Manage episode 303975915 series 2834060
Konten disediakan oleh Homer Smith. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Homer Smith atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring in the final quarter of 2021. Listen as he reviews not only the Q3 market and economic performances, but also their outlooks for Q4 and beyond.
Throughout the episode, Homer monitors various wealth planning strategies to help keep your portfolio on track. Additionally, he provides an update on the proposed tax law changes that could be entering the fold soon.
Timecodes:
0:06 - Welcome to the show and an overview on today's episode
0:43 - Q3 market review of performance
1:45 - Bond market remained volatile throughout Q3
3:19 - Emerging markets struggled throughout Q3
4:20 - Full review of Q3 and the lessons we learned from it
6:40 - Unemployment and GDP throughout Q3
8:19 - The investment themes for Q4
10:56 - An update on proposed tax law changes
14:12 - Closing remarks
Connect with Homer Smith:
65 episode
Bagikan
