))
Advance Your Wealth - Quarterly Themes (Q3 - 2021)
Manage episode 296864720 series 2834060
内容由Homer Smith提供。所有播客内容（包括剧集、图形和播客描述）均由 Homer Smith 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 installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring of late. Listen as he reviews not only the Q2 market and economic performances, but also their outlooks for Q3 and beyond.
Despite some bouts of volatility, the market performed well throughout Q2 and even reached a new all-time high!
Finally, Homer showcases some wealth planning strategies to help manage your wealth throughout all seasons and their various circumstances.
Timecodes:
0:07 - Introduction and the agenda for this episode
1:20 - Beginning full review on Q2's investment themes
6:00 - What we learned throughout Q2
10:34 - Despite concerns of slowing growth, the economy begins Q3 in Quad 2
13:10 - GDP & Inflation expected in Q3
15:22 - How we are planning to invest in Q3
16:03 - Overview on the importance of managing your wealth for all seasons
21:26 - An offense only strategy when it comes to diversification
25:15 - Summary on wealth strategies for all seasons
26:15 - Closing remarks
Connect with Homer Smith:
61集单集
分享
