What a Challenging Investment Experience Can Teach Us, Ep #183

06/02/2023 25 min Episodio 183
What a Challenging Investment Experience Can Teach Us, Ep #183

Listen "What a Challenging Investment Experience Can Teach Us, Ep #183"

Episode Synopsis

In today's video, we discuss several questions of what we can learn from last year's investing experience and what we could expect for 2023. Why 2022 was a challenging year in stock and bond markets? What was historic about the year for bond returns? Could there be a silver lining for stock returns? How do markets react in the years after a down year in stocks? The range of emotions when holding a diversified portfolio Why you'll always hate something in your portfolio Which 7 stocks held back the S&P 500 in 2022? When does a growth stock become a value stock? What 6 different "expert" companies are predicting for returns over the next 10 years? Why does having an investment plan informed by a financial plan matter? Do you have a monitoring process to know when or when not to act with your portfolio? Listen in to see how lessons from last year can help you move forward with confidence.  ***** 📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Market Volatility Playbook. 📰 See the full show notes here 🎥 See a video recap here 🎯 Subscribe to not miss future episodes here

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