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GWA Midyear Market Recap 2021

GWA Midyear Recap 2021 is a Photo of Stock Market Ticker.
Global Wealth Advisors Round Logo.
Global Wealth Advisors Financial Planning and Wealth Management

It has certainly been a crazy start to the year in 2021 when it comes to the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER Professional Tom Kennedy hosts Global Wealth Advisors President Kris Maksimovich for a midyear recap. With the comical sparring we have come to appreciate, they offer us a year-to-date report card before jumping into a bulls vs. bears discussion on inflation, interest rates, oil, the technology/stay-at-home stocks, and cryptocurrency*.

*This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

Guest Bio: Kris Maksimovich, AIF®, CRPC®, CRC®

Kris is an Accredited Investment Fiduciary ®, Chartered Retirement Planning Counselor ™, Certified Retirement Counselor, and has passed the CERTIFIED FINANCIAL PLANNER ™ certification exam. He holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network ® and is a graduate of Southwest Missouri State University with a Bachelor of Science in Finance.

Host Bio: Tom Kennedy, CFP®

Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization.  He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Midyear Recap: Find it Fast

1:52        YTD Summary
3:08        Inflation
5:50        Interest Rates
9:48        Oil
12:50      Tech Stocks/Stay-at-Home Stocks
15:57      Cryptocurrency
18:50      Headwinds and Tailwinds
21:15      COVID-19 effect on the market
22:42      International markets and oil
24:42      Collectibles

Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.

Music: PWISBYRuff

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