Building an Investment Portfolio in 2024

Описание: Welcome to the first episode of Retirement Approved. We’re kicking off the show with a look at a busy year ahead and three key investment areas we’re watching. Listen in as we tackle the financial landscape of 2024, dissecting strategies for navigating an election year, balancing equities and fixed income, and the much-debated realm of cryptocurrencies.

We’ll start by showing you how markets have reacted in the past during election years and what it means for investing. We’ll also unpack ‘Truflation’ and its potential game-changing insights on inflation data, which will help us shed light on overlooked investment opportunities that could be your portfolio's unsung heroes. And for those with a taste for the long game, our thoughts on moderation in investment (and life!) might just be the key to a balanced approach.

https://truflation.com/dashboard

Here’s some of what we discuss in this episode:
0:00 – Intro
2:22 – Retirement Approved concept
5:22 – Election year market results
9:21 – 60/40 portfolio dead?
14:02 – Truflation
19:15 – Bitcoin

Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911

This material has been prepared for informational purposes only. It should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, investment, accounting, or other financial advice. You should consult your own tax, legal, financial, and accounting advisors before engaging in any transaction. All references to potential future developments or outcomes are strictly the views and opinions of Retirement Approved at the time of recording. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services are offered through Richard W. Paul & Associates, LLC, an SEC registered investment advisor. Insurance Services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.