Published on:

6th Jul 2021

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.


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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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.