In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern. Tune is to learn more about how technology and unprecedented government spending is having an impact on the equities markets, balancing that with the growing concern of inflation and the Delta variant of Covid. Josh and Jay also discuss why investors in the “retirement red zone” with less than 5 years until retirement should pay particular attention to their risk tolerances and portfolio allocations. Lastly, Josh discusses why “quality” of investment choices matters and why you don’t want to move into retirement with a portfolio built without a solid foundation.
Want To Know More About Josh and Jay?
You can reach out to Gulf Coast Financial Advisors to set up a no-cost, no-obligation discussion about your particular needs by call 251-327-2124, emailing email@example.com, or setting an appointment on our website at Gulf Coast Financial. Independent and semi-independent agents and advisors can reach Jay Stubbs at jaystubbs.com.
Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). PCIA and Gulf Coast Financial Advisors are not affiliated.
Gulf Coast Financial Advisors (GCFA) , Prime Capital Investment Advisors (PCIA), Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA) do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. You should consult your own tax, legal and accounting advisors before engaging in any transaction.