Mastering Market Risk: How to Build an Investment Strategy That Works — Without Guessing with Jay Coulter EP 028

Beau Henderson and RichLife Advisors' Chief Investment Strategist, Jay Coulter, have an eye-opening conversation on navigating today’s markets with clarity and confidence.

Jay outlines five key factors that smart investors are watching this quarter:

• Rising core inflation and its influence on Federal Reserve policy
• A sharp pullback in AI and tech stocks
• The resurgence of value stocks over growth stocks
• Undervalued opportunities in small-cap companies
• A notable shift in capital flows toward bonds, gold, and international markets

Beau and Jay also tackle an important question in retirement planning: Is your advisor earning their fee? 

Disclaimers:
Investing in securities involves risk, including potential loss. No investment strategy can guarantee returns or eliminate risk. Investment values and income can fluctuate. Past performance does not predict future results.

References to protection or steady income apply only to fixed insurance products, not securities or investment advisory products. Guarantees depend on the insurance company's financial strength. Surrender charges apply for early withdrawal, which is taxed to ordinary income and may incur a 10% federal tax penalty if taken before age 59 and a half.

Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred.  Returns do not include reinvested dividends.

The Consumer Price Index (CPI) is a measure of inflation compiled by the US Bureau of Labor Studies.

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered if determining a rebalancing/reallocation strategy

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.  An investment in the Fund involves risk, including possible loss of principal.

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Disclosure:
Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.