Show notes
Recent stock market volatility has been unnerving as investors attempt to price in the uncertainty of future economy and financial data given several recent changes in the economic and market environment. Making intelligent investment decisions when hard data is largely absent is always difficult. However, there are some tools, such as trend-following models, that have proven to be helpful during periods of uncertainty and therefore should be given more emphasis when determining investment strategy. After increasing slightly in January, the rate of inflation declined in February due to a decline in energy prices and a long-term downward trend in the rate of inflation on services. This report confirms that the long-term trend of declining inflation rates remains intact. However, tariffs may create some challenges in upcoming reports as they could push goods inflation above the important 2% level. When an individual sets up a revocable trust, often the first step is to transfer the ownership of a primary residence into the name of the trust. However, this can create issues if the insurance policy covering the home does not include the trust as a secondary insured. Therefore, it is best practice to add the trust to the homeowner’s insurance policy to ensure a smoother process should there be an insurance claim.Plus a look at the Planned Solutions Incorporated Office Bulletin Board - Several clients have asked if we will be sending out one of our special reports or white papers addressing the current state of the US economy and financial markets. While addressing periods of economic and market turbulence is a normal part of our process, this time it is very difficult to do because there is a lack of hard facts. We read the financial news and monitor incoming economic and financial data regularly and update our strategy accordingly. To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail [email protected] The Personal Finance Review is published and distributed biweekly by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action Chase Armer's book- Financial Planning Insights is now available at: https://www.amazon.com/Financial-Planning-Insights-Decades-Planner/dp/1098306279?ref_=ast_author_mpb Intro 00:00 Trend Following During Market Uncertainty 01:19 Inflation Moderated in February 13:49 Insuring a Home in a Revocable Trust 18:28Bulletin Board 20:14Planned Solutions, Inc.
