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Perspectives on the Economy & Markets: Planning for 2022 and Beyond Thumbnail

Perspectives on the Economy & Markets: Planning for 2022 and Beyond

While you can’t escape the rapidly rising prices in the produce aisle, gas station or your local home improvement store, you can take steps to safeguard your portfolio. During our recent live webcast "Perspectives on the Economy & Markets: Planning for 2022 and Beyond", three of our Buckingham colleagues answered client’s questions about inflation’s impact on housing, consumer confidence, the job market, supply chain issues, the strength of the dollar in a global economy, planning implications and more. They also shared actions you can take to protect your financial future, explained why a recession is unfortunate but not unexpected and explored the Federal Reserve’s response to market volatility.

  • Chief Research Officer Larry Swedroe explores key macroeconomic trends.
  • Chief Planning Officer Jeffrey Levine explores considerations in your overall financial plan and offers insight in navigating the current situation.
  • Managing Director of Investment Strategy Kevin Grogan provides a recap on the global stock markets and how investments have performed.

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).      

Recorded July 21st, 2022.

This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. 

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Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.