#028: Quarterly Perspective Q2 2017, with Andrew Comstock
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 10 July 2017
⏱️ 19 minutes
🧾️ Download transcript
Summary
We are half way through the year and it's time to review the market performance with Andrew Comstock from CastlebarAM.com.
Market Snapshot:
DOW (DJI) opened at 20,665.17 on April 3, 2017 and closed at 21,287.03 on June 29, 2017.
The S&P opened at 2,362.34 on April 3, 2017 and closed at 2,423.41 on June 30, 2017
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:13.1 | Hey everyone and welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a meaningful and successful retirement. |
| 0:22.5 | If you are planning for or living in retirement, this is the show for you. |
| 0:28.3 | I'm Devin Carroll, and joining me today is Andrew Comstock. |
| 0:32.7 | Andrews are our go-to guru for figuring out what's going on in the markets, and I can't wait to hear what he has to say today. |
| 0:42.3 | Andrew, welcome back to the show. |
| 0:44.0 | David, it's great to be here. |
| 0:45.3 | So we've reached the midway, as hard as it is to say and think about, we've reached the midpoint |
| 0:50.8 | of the year. |
| 0:52.1 | Yeah, I mean, time is flying this year, but we are halfway through 2017 already. |
| 0:57.0 | Yeah, the second quarter has come and gone, and we've started the third quarter, and that |
| 1:01.6 | means that it's time to go back and review what happened. |
| 1:04.5 | Not only the second quarter, but let's just look at the year in general and how we've done. |
| 1:09.3 | Sure, sure. |
| 1:10.3 | So I enjoy having these conversations with you. |
| 1:12.2 | You know, it's a little bit outside of what we typically discuss on the show, right? So usually |
| 1:18.0 | we're talking about financial planning concepts and what to do when someone dies and second |
| 1:22.5 | marriages and that kind of stuff. But this kind of gets into the weeds where we're talking about investing, |
| 1:29.2 | because at the root of what we're doing, that financial planning is, you know, we're building these |
| 1:34.1 | plans, and then we have to do something with that money in that plan. So we want that to grow, |
| 1:40.1 | which means that we at least need to kind of be aware of what's going on in the markets. |
... |
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