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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