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Managing your Investment Portfolio Through a Recession

Managing your Investment Portfolio Through a Recession

FromThe Empowered Investor


Managing your Investment Portfolio Through a Recession

FromThe Empowered Investor

ratings:
Length:
31 minutes
Released:
Nov 3, 2022
Format:
Podcast episode

Description

From media outlets to friends and coworkers, chances are you’ve heard lots of buzz about a recession. The truth is however, that a lot of uncertainty remains, and we can’t predict if or when we will enter a recession.As an Empowered Investor, it’s essential to understand the current economic context and how a recession could impact your investment portfolio. As financial advisors, we are here to help you move forward confidently and today are discussing the looming possibility of a recession and how you can successfully manage your money through uncertain financial times.In this episode, Marcelo and Keith talk about the defining factors of a recession, what it means for Canadian investors, what we can learn from past recessions, the relationship between recessions and inflation, our recommendations for winning investment strategies through recessions, and so much more.Thank you for listening!Key Topics:How a recession is defined and critical indicators that must be present (2:37)Why a recession wasn’t declared despite declining GDP growth in the United States this year (4:14)What it means for the stock market to be a leading indicator of the economy (5:58)Major economic themes and risks we’re facing in 2022 (9:08)Historical trends around stock market performance before, during, and after a recession (11:58)Timing and why you shouldn’t wait for the market to improve before you invest (14:18)Coming to terms with being in a recession (16:48)The relationship between inflation and recessions (17:54)Why it’s not worth it to trade through recessions (19:08)The psychological aspect of living through difficult financial times (21:32)Favorable market trends right now (27:03)Top five considerations for managing your investment portfolio through recessions (28:19)And much more!Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Released:
Nov 3, 2022
Format:
Podcast episode

Titles in the series (92)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com