Published on:

6th Oct 2021

Advance Your Wealth - Quarterly Themes (Q4 - 2021)

In this installment of our Quarterly Themes, Homer highlights several key investment themes Konvergent Wealth Partners are exploring in the final quarter of 2021. Listen as he reviews not only the Q3 market and economic performances, but also their outlooks for Q4 and beyond.

Throughout the episode, Homer monitors various wealth planning strategies to help keep your portfolio on track. Additionally, he provides an update on the proposed tax law changes that could be entering the fold soon.


0:06 - Welcome to the show and an overview on today's episode

0:43 - Q3 market review of performance

1:45 - Bond market remained volatile throughout Q3

3:19 - Emerging markets struggled throughout Q3

4:20 - Full review of Q3 and the lessons we learned from it

6:40 - Unemployment and GDP throughout Q3

8:19 - The investment themes for Q4

10:56 - An update on proposed tax law changes

14:12 - 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.