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Satellite Approach to Investing with Derek Mazzarella, CFP #5958

Satellite Approach to Investing with Derek Mazzarella, CFP #5958

FromKerry Lutz's--Financial Survival Network


Satellite Approach to Investing with Derek Mazzarella, CFP #5958

FromKerry Lutz's--Financial Survival Network

ratings:
Length:
11 minutes
Released:
Dec 6, 2023
Format:
Podcast episode

Description

Derek Mazzarella, a CFP, discussed his core satellite approach to investing, which involves blending other asset classes around core holdings like the S&P 500 to help clients avoid emotional investing during volatile markets. He also shared his theories on why the market has rallied, including positive inflation numbers and above-average earnings, but noted potential risks ahead, such as unemployment and interest rates, which could impact the market. Mazzarella also discussed the impact of national debt and spending on taxes, highlighting the need to keep an eye on the amount of debt the country has and how it will impact spending in the future. Finally, Mazzarella discussed investment strategies for the new year amidst market uncertainty, suggesting investing in fixed investments like bonds for short-term investments and quality stocks for long-term investments, and paying attention to tax moves like tax lost harvesting and making gifts before the end of the year. Find Derek here: JustRetireAlready Find Kerry here: FSN  
Released:
Dec 6, 2023
Format:
Podcast episode

Titles in the series (100)

The Financial Survival Network is dedicated to helping you build your financial fortress so that you can survive and thrive in the new economy. It's all about what's next!