Tag Archive for: stock market news

COVID-19’s Continued Impact on the Stock Market [Episode 162]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Louis Wray, founder and Wealth Manager of Vine Wealth Management to discuss how to navigate the stock market amid the COVID-19 pandemic.

They break down the effects of the pandemic on the economy and how to project the future, amid the chaos. Louis looks into 2021 and offers his insight on the stock market and economy’s future.

Louis highlights industries and companies that have recovered from the financial impact of COVID-19, as well as what may change moving forward.

Louis navigates the subject of annuities for older clients and how risk tolerance is factored into the financial decision-making process. He makes investment recommendations for those looking to retire by the end of the year, as well as talks about the benefits and potential drawbacks that often are discussed of a diversified portfolio.

Joe and Louis discuss how Federal policy has affected the stock market over the last 12 years, as well as how it can affect projections.

Learning the Principles of Elder Investing [Episode 103]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you.

Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature about investing, so that you can stay informed on the methodology of investing. He highlights how important it is for those who wish to do their own investing, to be diligent regarding it and anything that may affect its well-being.

Joe details the impact that death and aging have on your investment portfolio, how you go about the investment process, and what your investment goals may be. He talks about how your retirement date can factor into investing and how safety needs to be emphasized when it comes to investment methodology. Joe highlights how liquidity and flexibility are important components to a safe and reliable investment strategy.