Analyzing 5 Investing Strategies for Volatile Markets - 267

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 31 March 2020

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

In these volatile financial markets, are you reconsidering your investing strategies? Joe and Big Al discuss cash, selling stocks in taxable accounts and repurchasing them in tax-deferred accounts, doing nothing and staying globally diversified, writing an investment policy statement, doing Roth conversions, and fixed indexed annuities (AKA equity-indexed annuities). Also: international and emerging market stocks, the Coronavirus stimulus package, inflation and much more. Send in money questions, read the transcript & access free financial resources in the show notes: http://bit.ly/YMYW-267

Transcript

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0:00.0	A $2 trillion coronavirus stimulus package has been signed.
0:04.4	As the situation in the financial markets is rapidly changing here at Pure Financial Advisors and your money, your wealth, we're changing things too in order to keep you updated.
0:14.0	Joe Anderson, CFP, and PURIS, Director of Research, Brian Perry, CFP, CFA, are now presenting regular market update webinars for our clients and
0:22.9	answering their most pressing questions. And now you can watch these market updates afterwards
0:27.1	as well on Pure Financial Advisors YouTube channel. You'll find the link in the podcast show
0:31.9	notes at Your Money, Your Wealth.com. We had so many great questions in last week's webinar
0:36.7	that we had to hold Brian Perry over to answer some of them here today.
0:41.0	They'll talk about what the new stimulus package might do to inflation, why a 6040 stock bond portfolio might be down just as much as the U.S. markets.
0:50.3	What percentage of that 6040 portfolio should be in international investments?
0:55.2	And throughout today's episode, Joe, Big Al, and Brian will analyze five different strategies for all of us who are trying to figure out what to do next in these times of market volatility.
1:05.1	When and where should you invest cash?
1:07.4	Should you sell stocks from your taxable account and repurchase them in your tax deferred
1:11.9	account? Is it worth it to write an investment policy statement now, rebalance more frequently,
1:17.2	and do rough conversions? Should you continue doing nothing with your globally diversified portfolio?
1:23.1	And yep, we've got another champion for fixed indexed, aka equity indexed annuities,
1:28.1	who comes forth to challenge Joe.
1:30.5	I'm producer Andy Last, and here with Brian Perry, CFP, CFA, are the hosts of Your Money,
1:35.7	Your Wealth, Joe Anderson, CFP, and Big Alclopine CPA.
1:40.3	Client questions in regards to the stimulus.
1:44.1	So if we're buying all these bonds, so the Fed is buying bonds... client questions in regards to the stimulus.
1:50.2	So if we're buying all these bonds, so the Fed is buying bonds, trillions and trillions of dollars of bonds, what is that going to do with inflation?
1:52.7	So I'm going to toss that over to Brian.
	...

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