Our 2 Cents is back this week with a great episode! Steve and Gabriel are discussing forward-looking assumptions and forecasts for financial planning and then they're diving into the world of "financial satisfaction" as it relates to how you feel personally about your planning. Join in now for this conversation!
- Capital Market Assumptions - The Experts Predict:
- What are capital market assumptions and what are the designed to do?
- How can these forward-looking forecasts help you in your long-term planning?
- How and why do major investment & research firms like Blackrock, Morningstar, Vanguard, and Research Affiliates change their predictions based on market behavior?
- We'll share ways these forecasts are used to model portfolios and potential performance.
- Elements of Satisfaction:
- The elements to satisfaction in retirement planning
- What, finances aside, are we trying to provide to our clients when building them a plan?
- Peace-of-mind, confidence to spend, independence: What can you do to accomplish these feelings of satisfaction?
