There is an old saying that happiness equals reality minus expectations, and this is particularly relevant when it comes to financial planning and investing during times of great uncertainty. For investors, having unrealistic short-term expectations of investment returns and financial outcomes, as many often do in the late stages of bull markets and during asset bubbles, can lead to discouragement. Instead, history shows that by maintaining perspective and focusing on aspects within their control, investors can set appropriate expectations and position themselves to achieve financial goals.
We discuss in this episode of The Wealth Effect Podcast:
🛢️ Global Oil Prices
📉 U.S. Unemployment Rates
🏦 Future Federal Funds Rates
Matt Faubion, CFP®
Founder - Wealth Manager
Faubion Wealth Management
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