• 10-Year Market Outlook: Will Your Portfolio Thrive or Dive?

  • Mar 6 2025
  • Duración: 36 m
  • Podcast

10-Year Market Outlook: Will Your Portfolio Thrive or Dive?

  • Resumen

  • Successful investing is often achieved by keeping a long-term view and building strategies that match that time horizon. As we look ahead at the decade to come, is your portfolio in a position to thrive or dive? In this video, Ryan is joined again by Ron and Nick to talk about expected returns over the next 10 years and how we evaluate different asset classes for our clients.

    We’re going to discuss the importance of understanding market outlooks, the calculation of expected returns for various asset classes, and how these insights can influence strategic asset allocation. With a focus on bonds, stocks, and emerging markets, this show will help set realistic expectations for investors and the methodologies used to derive these projections. Tune in for valuable insights that can help shape your investment decisions over the next decade!

    Here’s what we cover in this episode:

    0:00 – Intro

    1:13 – What’s important with outlooks?

    5:20 – Expected returns

    9:19 – Research

    13:53 – Projections

    16:33 – Asset classes

    22:55 – Designing a portfolio

    29:41 – Working with clients


    Connect with us:

    Web: https://wyzewealthadvisors.com/
    Phone: 724-271-7019

    Watch the show on YouTube: https://bit.ly/3Ssra3H

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