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Big Picture Retirement®

Andrew Comstock - Quarterly Perspective

Big Picture Retirement®

Devin Carroll

News, Business News, Investing, Business

4.7546 Ratings

🗓️ 26 January 2017

⏱️ 23 minutes

🧾️ Download transcript

Summary

The last part of 2016 was really good for the stock market and the new year didn't stop the momentum. Now that the DOW has hit 20,000…what's next?

Joining us to discuss this is Andrew Comstock, the chief investment officer for Castlebar Asset Management. 

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.

0:10.0

This episode of Big Picture Retirement brought to you by AgingInSight.com, a website devoted to the health, housing, financial, and legal needs of seniors.

0:20.3

Visit Agingins insight.com.

0:28.7

Hey, everyone, and welcome to the big picture retirement show, where we deliver insight on what

0:34.0

you need to know for a meaningful retirement.

0:37.1

If you are planning for or living in retirement,

0:40.3

this is the show for you. I'm Devin Carroll, and today's episode is going to be slightly different.

0:47.2

Normally, John and I will talk about some specific issues surrounding retirement planning,

0:52.4

and that's not going to change. However, we understand

0:55.4

that most of our listeners have investment portfolios that they or someone else is taking care of

1:00.7

and the choppiness of the markets can cause us all some real uncertainty. So at least on a quarterly

1:07.2

basis, we'd like to invite some real pros on for a special episode just

1:11.5

to talk about the outlook for the coming days, weeks, and months ahead.

1:16.8

So today I'm joined by Andrew Comstock.

1:19.2

Andrew's a CFA charter holder and the chief investment officer of Castlebar Asset Management

1:24.7

in Kansas City.

1:26.4

He's worked as a fund manager and an investment analyst for some

1:29.7

institutional clients. You know, as a financial advisor helping to guide clients through some

1:34.5

turbulent markets, I've personally relied on Andrew's wisdom in these areas to provide some

1:39.8

much-needed perspective. I look forward to hearing his thoughts on the year ahead.

1:47.7

Andrew, welcome to the show. Devin, thanks for having me. So, unless you live under a rock,

...

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