Ep 99: Whoa! Stocks and bonds both going down? What’s going on?

2022 has been a bad year for most investors. Both stocks and most bonds are down sharply. You may be wondering why? 

 

Hear Kevin explain what has been happening in markets with key points related to understanding diversification, risk, and four key economic regimes for investors to balance against. Learn why even a "balanced investor" has 90% of risk coming from one asset class, and why bad behavior is causing severe pain for many return-chasing investors as they go down with the ARKK. 

 

The egghead alert may sound on this episode, but Kevin will keep things at a high, understandable level at this crucial time.

 

Learn more about our Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/

 

Listen for these key topics: 

1:43 - Why we're talking about this 

3:25 - Emotion creeping in

5:55 - Don't lose sight of the purpose of the money

9:30 - So many factors to changing expectations

10:32 - YTD returns we've seen

12:24 - Idea of diversification

16:16 - Recent stock values

17:45 - ARKK ETF

21:03 - The investing environment and factors that change it

23:25 - Risk from stocks vs bonds

29:02 - What's been working this year?

33:16 - Takeaways 

 

 

Read more and get additional financial resources here: https://www.truewealthdesign.com/podcast/