Recently, cast members gathered at the Walt Disney Studios in Burbank for an insightful panel discussion on the current financial market, hosted by Partners Retirement and Wealth Management (PRWM). As moderator of the discussion, Royce, the VP of Marketing here at Partners, opened up with a question that has likely been on everyone’s mind recently, “What really is going on with the market?”
Luckily, there were two great experts on hand to help answer this big question, our Executive Wealth Advisor, Stuart Ng, CFP® and special guest LPL Financial Assistant Vice President, Colin Allen, CFA. “I think there’s good news and there’s bad news,” Colin began, “the good news is that this is normal, the bad news is that normal doesn’t always feel so comfortable or so good. It’s important to frame this volatility in the context of where we’ve been and where we’re going. What we’re experiencing now is just the way markets behave in a normal environment.”
This question sparked a thoughtful discussion where Stuart and Colin covered a range of topics, from retirement portfolios to cryptocurrencies. The conversation helped clear up common misconceptions, provided thoughtful advice on how to navigate the market, and encouraged cast members to think about their individual financial strategy in light of their long-term goals.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Partners Federal Credit Union and Partners Retirement and Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
Formerly authored by Sarah B. at Partners