WestPac Wealth Investments
Bringing you insights from WestPac Wealth Partners, a privately held wealth management firm dedicated to guiding clients through every aspect of their financial lives. Rooted in a client-first philosophy, we focus on turning your vision for the future into a lasting legacy.
With access to one of the most comprehensive financial product platforms in the industry, our team creates tailored strategies and life maps to help you build, protect, and grow your wealth. Recognized nationally for our outstanding workplace culture, we bring that same level of excellence and care to every client relationship.
WestPac Wealth Investments
Inflation and Your Portfolio
In this episode, Joe DeLisi discusses the implications of inflation on investment portfolios, emphasizing the importance of asset ownership. He reviews historical inflationary periods and their effects on various markets, highlighting that stocks often perform well during inflation. Joe encourages listeners to remain invested and diversified, especially during times of economic uncertainty.
Chapters
00:00
Understanding Inflation's Impact on Portfolios
03:10
Historical Context: Inflation and Market Reactions
06:05
Recent Inflation Trends and Market Performance
08:56
Key Takeaways: Investing During Inflationary Periods