Welcome to a new week here on the Retirement Quick Tips podcast, and Happy Independence Day to you! If you’re listening on this holiday, kudos to you for still caring about your retirement when everyone else is sleeping in and focused on BBQs and day drinking. Maybe that’s still on the agenda for today, but you’re here now and that’s what matters!
I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision.
This week on the podcast, it’s time for the mid-year commentary and outlook.
In July every year, here at True North Retirement Advisors, we publish a quarterly newsletter as a companion to the performance reports that we send to our clients. The goal is to provide some context and an explanation of what’s driving their investment portfolio returns for better or for worse, and to look beyond the daily headlines at the big picture to take a pulse of the economy and the stock and bond markets, and to discuss with our clients what we’re doing about it.
So this week, I’ll share with you some insights and commentary from our mid-year outlook. We’ll talk about the stock and bond markets, the economy, and how you might want to think about positioning your investment portfolio now and areas to consider rebalancing, so you can get through this difficult time period and hopefully emerge on the other side in a stronger position than how you entered.
That’s it for today. Thanks for listening! My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance