What a Challenging Investment Experience Can Teach Us, Ep #183 episode artwork

EPISODE · Feb 6, 2023 · 25 MIN

What a Challenging Investment Experience Can Teach Us, Ep #183

from Financial Symmetry: Balancing Today with Retirement · host Chad Smith and Mike Eklund

In today's video, we discuss several questions of what we can learn from last year's investing experience and what we could expect for 2023. Why 2022 was a challenging year in stock and bond markets? What was historic about the year for bond returns? Could there be a silver lining for stock returns? How do markets react in the years after a down year in stocks? The range of emotions when holding a diversified portfolio Why you'll always hate something in your portfolio Which 7 stocks held back the S&P 500 in 2022? When does a growth stock become a value stock? What 6 different "expert" companies are predicting for returns over the next 10 years? Why does having an investment plan informed by a financial plan matter? Do you have a monitoring process to know when or when not to act with your portfolio? Listen in to see how lessons from last year can help you move forward with confidence.  ***** 📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Market Volatility Playbook. 📰 See the full show notes here 🎥 See a video recap here 🎯 Subscribe to not miss future episodes here

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What a Challenging Investment Experience Can Teach Us, Ep #183

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