4.6 • 4.9K Ratings
🗓️ 22 April 2025
⏱️ 34 minutes
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0:00.0 | Welcome to Ask an Advisor, where we here at Team Clark talk with fiduciary financial advisor |
0:10.8 | Wes Moss about the economy, investing, how to save for your future. |
0:16.0 | There's an awful lot to be talking about when it comes to the economy, our futures, our retirement futures. |
0:22.1 | Krista, thanks for having me, of course. |
0:23.8 | Yes, so it's always great to talk with you, Wes. |
0:25.9 | Thank you so much to everybody who tunes in every week and watches us on YouTube. |
0:29.8 | If you want to submit a question to Wes or to Clark, who will be back tomorrow, you can go to clark.com slash ask. |
0:36.9 | And today we're going to talk about something that I'm |
0:39.4 | curious about. Should we cancel our beach trip this summer if we're planning on going on one |
0:45.2 | because of the stock market? And if there's a bear market, what do we do? Also, later on, |
0:50.6 | what is the most popular benchmark that most of us look at when it comes to our investments? |
0:56.2 | And I think you're going to tell us if that is actually the right one that we should be looking at. |
0:59.4 | That's a good way to put it. |
1:00.6 | Right. |
1:00.9 | So benchmarks. |
1:02.0 | What are we judging our portfolio against or with? |
1:05.7 | So you want to start with, and this really hits close to home for me. And this is, I think, a very real life situation. |
1:14.0 | Well, it is a real life situation. That's why I'm bringing it here because I think I would not doubt |
1:18.9 | that as we approach the, I guess it's travel season all year long. I mean, but particularly in the |
1:24.9 | summer when you may want to go somewhere, you may want to take |
1:28.0 | your family, your kids, or maybe you're going as the grandparent and you're taking your kids |
1:32.6 | and then their kids, and maybe because we live in the southeast, a popular destination is Florida. |
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