Keen On Retirement™

Please click below to watch a replay of our Market and Economic Outlook presentations for 2018.

No, we can’t look back at 2017 and tell you definitively how the market is going to behave in 2018. But we can look for potential “rhymes,” the lessons of the past year and the trends that may echo into the next. In particular, I think there are four important takeaways from 2017 that you should keep in mind when discussing your 2018 financial plans with your fiduciary advisor:

2017 just hasn’t gotten any easier, has it? After 10 months of natural disasters, internet hacks, political tumult, and celebrity scandal, I know I’m not the only one looking forward to the start of the holiday season for some much-needed light at the end of the tunnel.

But that doesn’t mean there aren’t important things to consider at this point in the market cycle. On today’s show, our wives are in the studio to help us discuss the mid-year outlook for the markets, consumer spending, what surprises might be around the corner, and how to plan accordingly.

The 2016 presidential election was filled with uncertainty, including how a President Trump or a President Clinton would affect the stock market.

This year, with our blog and podcast, we decided to record the event and share it with our clients who were unable to attend and to share it with the broader community who listen to our podcast and read our blog posts.