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.
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.
