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

On This Episode:

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

Resources:

Get your personalized Retire WYZE Assessment: A simple 3-step process where you can evaluate our services and expertise to make an informed decision about hiring a wealth advisor.

Click here for other ways to contact the team.

Explore case studies to see how we've helped clients.