Advance Your Wealth - Quarterly Themes (Q3 - 2021)
In this installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring of late. Listen as he reviews not only the Q2 market and economic performances, but also their outlooks for Q3 and beyond.
Despite some bouts of volatility, the market performed well throughout Q2 and even reached a new all-time high!
Finally, Homer showcases some wealth planning strategies to help manage your wealth throughout all seasons and their various circumstances.
Timecodes:
0:07 - Introduction and the agenda for this episode
1:20 - Beginning full review on Q2's investment themes
6:00 - What we learned throughout Q2
10:34 - Despite concerns of slowing growth, the economy begins Q3 in Quad 2
13:10 - GDP & Inflation expected in Q3
15:22 - How we are planning to invest in Q3
16:03 - Overview on the importance of managing your wealth for all seasons
21:26 - An offense only strategy when it comes to diversification
25:15 - Summary on wealth strategies for all seasons
26:15 - Closing remarks
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