Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) discuss the current market environment. Additionally, John and Andy consider a few common questions and share their thoughts on the cyclical market, inflation, portfolio management, raised rates, and economic outlook. If you have any questions, please reach out to us: 859-226-0625 or info@ballastplan.com.
John V. Boardman, III, CFP® FOUNDER / CEO / FINANCIAL ADVOCATE
Andy Reynolds, CFP®, MBA PARTNER / COO / FINANCIAL ADVOCATE
Subjects & Time Stamps:
0:15 – Environment Overview
0:45 – Should I be making changes to my portfolio?
1:45 – What type of investor are you?
2:20 – Real Life Example: Target
3:08 – Are we in a recession?
5:10 – Inflation
6:35 – Supply and Demand
7:05 – The Fed Raised Rates
8:14 – The Market Environment
10:15 – Anticipating these types of events and the long term
11:30 – Treasuries
12:40 – Mortgage Rates
14:15 – Big Picture: A Normal Environment
15:30 – Market Corrections/Tech Stocks
17:15 – Thank you!
Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
