Stocks Bounce Back and a Deal Inches Closer, What's Next?

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down a strong week in the markets. Stocks bounced back, and most of the attention is on the Middle East, where talks aimed at ending the Iran conflict look closer than they have at any point so far. We walk through where those negotiations stand, why a deal would take a major weight off this market, and how it could change the tone heading into the back half of the year. We also dig into oil, which has been cooling off and taking some of the pressure off everything else along with it. Lower oil tends to ripple straight through to inflation, to the consumer, and to sentiment, and we talk through what that easing could mean for where the economy and the markets head next. From there we come back to the plan, because weeks like this are exactly why our clients are not the ones calling in a panic. They are not reacting to every headline, because they already know what they own and why they own it. That is the whole point of the planning we do, and it is what lets you watch a noisy week with a clear head. We close on the planning itself, and the strategies most people never realize are even on the table. We get into being smarter about taxable dividends, how a Credit Access Line can fit into the bigger picture, and when Roth conversions actually make sense once you run the numbers. This is the complete, coordinated planning that not everyone does, the full-service shop that looks at the whole picture instead of just an account balance, and it is a big part of what sets us apart. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected] Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.