Future Stock Returns - Revisited
Trevor Cummings joins colleagues Sean Latimer and Sean Ullrich to discuss the implications of future stock market returns predicted by a Goldman Sachs article.
Trevor Cummings joins colleagues Sean Latimer and Sean Ullrich to discuss the implications of future stock market returns predicted by a Goldman Sachs article.
This week's blogpost - https://bahnsen.co/4i45vK6
Strategic Moves for a High Valuation Market
In this episode of the Thoughts on Money Podcast, host Trevor Cummings joins colleagues Sean Latimer and Sean Ullrich to discuss the implications of future stock market returns predicted by a Goldman Sachs article. They revisit the topic to offer actionable advice for clients concerned about high market valuations. Key points include the importance of understanding valuations, the risks of market timing, and practical strategies like deleveraging, raising cash for future expenses, averaging new investments, and rebalancing portfolios. They also explore the concept of winterizing your portfolio as a precaution against inevitable market volatility, using both practical and cultural anecdotes to illustrate their points.
00:00 Introduction and Hosts Introduction
00:22 Discussing Future Stock Market Returns
01:18 Valuations and Market Timing
03:32 Strategic and Tactical Financial Planning
04:05 Movie Analogy: Lessons from 'Taken'
08:47 Actionable Financial Advice
26:54 Cultural Indicators and Market Sentiment
33:18 Winterizing Your Portfolio
34:28 Conclusion and Holiday Wishes
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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