How To Capitalize On The Goldilocks Economy in 2018 - 149

Your Money, Your Wealth

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2.3 • 681 Ratings

🗓️ 14 January 2018

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017's global Goldilocks economy. Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s Big Brain contains a whole bunch of stuff you need to know about the new tax law before you start working on those 1040s.

Transcript

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0:00.0	A 60-40 balanced portfolio in 2007, if somebody had hopped on a boat and sailed around the world for a couple years,
0:05.9	they would have come back in 2010, opened up their brokerage statement and thought that nothing happened,
0:10.1	and it had been a dull market.
0:11.5	And I think that speaks to a couple things.
0:13.1	It speaks to the importance of proper asset allocation, but it also speaks to the importance of time and perspective,
0:18.0	is that if you have a portfolio that's allocated appropriately for your
0:21.4	time horizon, market movements are going to come and go, but you're probably going to be okay.
0:25.2	That's Brian Perry's CFP, CFA, from Pure Financial Advisors. Today on Your Money, Your Wealth,
0:31.5	he recaps 2017's global Goldilocks economy. Will the bull run continue in 2018 or should we be preparing for a market
0:39.3	slowdown? Am I properly allocated? What would Jim Kramer do? And should I care? Plus, tax filing
0:45.2	season is approaching and Big Al's big brain contains a whole bunch of stuff you need to know about
0:50.1	the new tax law before you start working on those 1040s. Now with the New Year's resolution to attempt to prepare for each episode of Your Money,
0:57.2	Your Wealth in 2018, and likely failing, here are Jill Anderson CFP and Big Al Clopine
1:02.8	CPA.
1:03.8	Oh, the show is called what?
1:05.3	Your Money Your Welfth?
1:06.3	It is, and I'm fairly excited today, Joe, because this is our first show in 2018.
1:13.2	And you know what that means?
1:14.7	That means it's time to think about New Year's resolutions.
1:18.3	Have you got yours?
1:19.1	Have you thought about yours?
1:20.5	You've been working on it over the break?
	...

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