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Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10

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Manage episode 380409739 series 3415830
内容由Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC提供。所有播客内容(包括剧集、图形和播客描述)均由 Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.
We will discuss...
👉 Why haven't higher rates caused the economy to slow more?
👉 What might come next for interest rates?
👉 Is now a good time to consider adding fixed income to portfolios?
For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast
To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

章节

1. 2023 Market Recap and Outlook (00:00:07)

2. 3 Key Themes on The Mind of Investors Today (00:03:24)

3. Why haven't higher rates caused the economy to slow more? (00:04:30)

4. What might come next for interest rates? (00:08:33)

5. Is now a good time to consider adding fixed income to portfolios? (00:15:09)

20集单集

Artwork
icon分享
 
Manage episode 380409739 series 3415830
内容由Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC提供。所有播客内容(包括剧集、图形和播客描述)均由 Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.
We will discuss...
👉 Why haven't higher rates caused the economy to slow more?
👉 What might come next for interest rates?
👉 Is now a good time to consider adding fixed income to portfolios?
For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast
To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

章节

1. 2023 Market Recap and Outlook (00:00:07)

2. 3 Key Themes on The Mind of Investors Today (00:03:24)

3. Why haven't higher rates caused the economy to slow more? (00:04:30)

4. What might come next for interest rates? (00:08:33)

5. Is now a good time to consider adding fixed income to portfolios? (00:15:09)

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