))
Are August and September Really the Toughest Months for Equity Markets?
Manage episode 431370403 series 2868403
Indhold leveret af Keith Lanton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Keith Lanton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
July 29, 2024
Season 6 | Episode 28
Can the aging population reshape your investment strategy? Tune in to uncover Jeremy Siegel’s expert insights on how increasing lifespans are impacting the financial world. We discuss the turbulent times of July and August in the equity markets, highlighting significant earnings reports and key economic updates from the U.S. Federal Reserve and Japanese central bank. Get ready for a deep dive into the complexities of inherited IRAs and the new IRS guidelines that could affect your financial planning.
Are you maximizing your annuity options? We break down real-world examples of single premium immediate income annuities and deferred income annuities, using a $200,000 investment scenario to illustrate potential returns. We’ll also bring you up to speed on the current market trends, including S&P, Dow, and Nasdaq futures, and crucial international market movements. Plus, don’t miss our coverage of geopolitical tensions and political developments that could influence your investments.
What’s next for Charles Schwab stock amid market volatility? Discover the reasons behind its recent sell-off and leadership's confidence moving forward. We also shed light on the potential return of an uninverted yield curve and key strategies to manage reinvestment risk. As always, we emphasize the importance of a diversified portfolio for long-term stability. Stay tuned for actionable advice and market predictions to help you build a robust investment strategy.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
Kapitler
1. Inherited IRAs (00:00:00)
2. Annuity Options and Market Updates (00:16:01)
3. Market Predictions and Investment Advice (00:25:49)
4. Market Analysis and Investment Strategies (00:32:06)
197 episoder
Del
