Stock Market Update + 3 Portfolio Analysis Tech Tools
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
4.7 • 677 Ratings
🗓️ 16 March 2021
⏱️ 20 minutes
🧾️ Download transcript
Summary
Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors.
I'm also using these tools to provide an update on some of the crazy things happening in the stock market right now.
So if you're ready to learn how you can use tech to better understand what you're investing in, today's episode is for you.
To learn more about our FREE retirement & tax return analysis, visit www.freeretirementassessment.com.
Transcript
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| 0:00.0 | Hey, everyone. A quick note before we start the show that my firm is currently offering a free |
| 0:06.4 | retirement and tax return analysis. Just like a neurologist wouldn't perform foot surgery, |
| 0:12.2 | we remain highly specialized in retirement and tax planning for people over age 50 who have |
| 0:18.9 | accumulated investments of $1 million or more. |
| 0:21.9 | That's where we do our very best work. |
| 0:24.8 | So if that's you and if you're on the hunt for an expert who's dedicated to helping |
| 0:29.8 | you lower your tax bill in retirement and you want to learn more about our free assessment, |
| 0:35.1 | just head over to free retirement assessment.com. That's |
| 0:39.3 | www.freeretirement assessment.com. Okay, on to the show. Welcome to the Stay Wealthy podcast. |
| 0:50.3 | I'm your host, Taylor Schulte, and today I'm continuing with our technology theme for the month |
| 0:55.1 | and I'm sharing three of my favorite portfolio analytics tools, one of which is completely free. |
| 1:02.6 | I'm also using one of these tech tools to provide an update on some of the crazy weird things |
| 1:07.4 | that are happening in the stock market right now. So if you're ready to continue |
| 1:11.4 | learning about how you can use technology to better understand what you're investing in, today's |
| 1:16.9 | episode is for you. For the links and resources mentioned, head over to you staywealthy.com |
| 1:22.5 | forward slash 101. |
| 1:35.5 | In 2020, many investors were feeling pretty good about their unique ability to outperform boring, broad-based indexes like the S&P 500. |
| 1:39.2 | Just pick any of your favorite momentum, growth- stocks like like Tesla, Peloton, Spotify, |
| 1:47.6 | Zoom, which we've all become really familiar with, or even Moderna. |
| 1:51.6 | And you looked like a hero. |
| 1:54.0 | Many of these stocks were up 30, 50, even 80 plus percent last year. |
| 1:58.7 | And a few of them, like Tesla and Moderna, were up triple digit |
... |
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