The market certainly has been interesting this year. From increased costs for houses, to interest rates, to China, there is a lot to unpack in this week’s show. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley as they discuss three financial topics including potential causes for the hot housing market, financial market returns, and China’s role in the market.
Guest Bio: Kevin M. Curley, II, CFP®
Kevin is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems where he was honored by the Villanova University Alumni Association as a 2017 Young Alumni Medallion recipient. He holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system.
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors (GWA) 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 also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions.
Tom 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. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.
Housing Market, Financial Market Returns, and China: Find it Fast
1:15 Housing market
3:46 Continuing real estate market increases
7:10 First time homebuyers
10:32 Interest rates and market returns
15:15 Bond market
18:45 China and the market
Listen in to Your Money Momentum published every other Friday, just in time for your morning commute.