Return to Blog

Invest Now, In this Market?

On this week's Wiser Roundtable Podcast, the team talks about the difficulty of timing the market and whether you should invest at this time.

Listen on Apple Podcasts or watch on YouTube:

SUMMARY:

The team begins the podcast by discussing how to calculate a clients required rate of return. This helps the client understand what their money is expected to do for them over a long period of time. This calculation is based upon the client's unique investment objectives and personal goals. By figuring out the required rate of return, a portfolio can then be designed to achieve that rate of return with a high probability of success.

Timing the market can be difficult. You have to know when to get out and also when to get in. There can be hesitancy due to the possibility of a bad outcome. That hesitancy can make it difficult for people to make that second decision to get back in the market.

Factors determining meeting your investment goals:

  1. Understanding your risk tolerance
  2. Proper asset allocation
  3. Managing your behavior as an investor

Commercial real estate is a good diversifier away from equities. Real estate investment is known for its long-term returns, high transaction costs, and illiquidity. When building portfolios, asset allocation is very important. Using broadly diversified asset classes is a great predictor on what returns you can expect to get. Investing for the long term is both art and science. The market will go up and down, but the US economy is expected to do well over the long haul.

TIMESTAMPS:

0:00 Introduction

1:16 Required Rate of Return

5:00 Timing the Market

7:56 Shiller PE Ratio

11:20 Commercial Real Estate

13:20 Asset Allocation

LINKS:

Learn more about Casey Smith and connect with him on Twitter.

Learn more about Brad Lyons.

Learn more about Matthews Barnett.

CONNECT:

Twitter, Instagram, Facebook, LinkedIn, and YouTube.

Learn more about the Wiser Wealth Management Roundtable podcast and access previous episodes.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

https://conta.cc/3Ov1Fub

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works.

https://conta.cc/3zK9WGw #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out!

https://conta.cc/3Mz2z7D #recession2022 #recession
https://youtu.be/45TvHaZf4z4#recession2022

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉

Company

Services

Client Access

Firm Information

Schedule a Meeting
678-905-4450[email protected]
Google Rating
5.0
Based on 71 reviews
js_loader