Tag: Market Trends
Market Shifts: How to Stay Informed and Prepared (Ep. 71)

Market Shifts: How to Stay Informed and Prepared (Ep. 71)

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As inflation cools, new questions arise about the market’s direction and future economic trends.

How will the Fed’s decisions on interest rates affect your investments? Can the economy withstand reduced inflation without entering a recession?

This week, Josh Leonard and Pete Belcastro dive into the significant shift of investor concerns from inflation to other economic factors, highlighting vital strategies to navigate these changes. 

Join them as they discuss how these trends influence your retirement planning, the potential for future rate adjustments, and strategies to protect your investments during market volatility. 

Josh and Pete discuss: 

  • Understanding the shift from inflation to broader economic concerns 
  • Strategies to manage potential market volatility and protect your investments
  • The impact of interest rate changes on savings and investments
  • The importance of staying informed and focused on long-term trends in financial planning
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

 

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Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)

Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)

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Can current market predictions be as off the mark? How do long-term investment strategies and emotional management play into market unpredictability? How do unexpected market outcomes challenge current forecasts?

Listen in as Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, dive into what the market’s been up to and look back at some of the surprises from last year. They tackle the whole issue of bank failures and what that means for our wallets.

Josh and Pete discuss: 

  • Why are market predictions not always the most reliable
  • Where has the impact of bank failures been felt in the economy
  • What is the influence of interest rate changes on the economy
  • Why is it important to have a long-term investment plan and manage emotions during market fluctuations
  • And more

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

About our Guest: Pete is a seasoned Financial Planning professional with over 15 years of diverse experience in financial, business, sales, and marketing domains. Presently, Pete serves as a financial planner, specializing in helping clients make decisions that align with their current and future financial requirements. His extensive career includes roles as an independent advisor, a registered assistant, and a licensed banker, providing him with a broad spectrum of financial expertise.

Pete’s belief in the value of a multifaceted background is rooted in his conviction that it enables him to offer clients a distinctive and ultimately more effective perspective when it comes to future planning and goal setting. He firmly believes that a comprehensive understanding, not just of financial matters but also of clients and their individual needs and desires, is the cornerstone of a robust financial plan. This holistic approach underscores his commitment to delivering the strongest financial solutions for his clients.

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