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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Friday Jul 19, 2024
Friday Jul 19, 2024
In our latest podcast episode, Jason Ranallo, Director of Portfolio Management, provides an in-depth review of recent market performance and key economic trends. Starting with last quarter’s market and discussing the impact of index concentration, this episode is packed with valuable insights. We also cover global investment, currency exchange effects, housing market trends, inflation, wage growth, and consumer sentiment.
Whether you're interested in understanding the current state of the market or looking for a strategic understanding, this podcast episode offers a comprehensive overview. Tune in to gain a better understanding of the economic landscape. The central themes of our conversation, along with start times, are listed below.
Market Performance Review:
- Check in on the performance of various stock indexes such as the Dow Jones Industrial Average, S&P 500, and Nasdaq, as well as bonds, and international and emerging markets.
- Starts at 00:09
Index Concentration:
- Examination of the concentration in major indexes like the S&P 500 and Nasdaq, highlighting the significant weight of the top ten companies.
- Starts at 01:16.
Global Investment:
- Exploration of international market performance, particularly in Japan, Taiwan, and India, and the importance of diversification.
- Starts at 03:54.
Impact of Currency Exchange Rates:
- Explanation of how currency fluctuations, such as the strengthening of the US dollar against the yen, affect international investment returns.
- Starts at 04:44.
Housing Market Trends:
- Discussion about the unusual trend of existing home prices rising above new home prices and the factors driving this, such as higher mortgage rates.
- Starts at 06:05.
Inflation and Wage Growth:
- Analysis of the current state of inflation and wage growth, noting that both are increasing but at a decelerating rate.
- Starts at 08:53.
Economic Sentiment:
- Insights into how public sentiment about the economy is deteriorating and the historical trend of stock markets performing well when sentiment is low.
- Starts at 09:49.
Rebalancing & Portfolios:
- The importance of rebalancing investment portfolios in response to significant market swings and the different strategies for accumulators versus those in the distribution phase.
- Starts at 10:32.
Holistic Financial Planning:
- Emphasis on aligning investment strategies with personal financial plans and life goals, ensuring regular reviews and adjustments to stay on track with changing circumstances.
- Starts at 12:44.
Please share this episode by forwarding the link to this blog post or via your favorite podcast app. Subscribe to the podcast: vectorwealth.com/podcast
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