The bear is roaring and eating away at stock and bond returns. What's an investor to do?
Hear Kevin Kroskey, CFP®, MBA and Tyler Emrick , CFA®, CFP® discuss common investment questions clients are prospective clients are asking: Should I decrease risk? Should I increase cash? Is cash better to own than bonds? Should I consider a CD or fixed annuity? Is it okay to make a strategy change or hire an advisor when markets are down?
Key points on this episode:
1:45 - Should we sell out at this point?
5:39 - Preparation is so important
8:47 - 'Coupon Kroskey'
9:58 - Cash vs Bonds
16:37 - Fixed interest rate products
21:27 - Bad time to move money?
26:49 - Other items to have on your list