So far, 2022 has been a challenging year for investors as the S&P is down 17.9% through July 20th. Continued high inflation coupled with rising interest rates have investors extremely concerned about where the economy and their investments are headed. In this episode of “Your Financial Journey” Barry discusses how investors should view the markets and what steps they may take to help ensure their continued financial success.
Episode Number 2022-2 So far, the financial markets have had an incredibly volatile 2022. Through April 29th, the S&P 500 was down 14.5% and the tech-laden NASDAQ had dropped over 22%. With concerns about inflation and interest rates causing the word “recession” to be mentioned more than casually in the financial news, how should investors put recent market volatility in perspective? Listen to Viaggio Wealth’s CEO Barry Tate as he discusses how investors can deal...
Episode Number 2022-1 As 2022 has started with continued uncertainty surrounding inflation, the expected rise in interest rates, and geopolitical concerns between Russia and Ukraine, the financial markets have been more volatile than usual. What can investors expect to see as we head further into 2022? Barry Tate, the CEO of Viaggio Wealth discusses key considerations and issues that investors may face in 2022 and how they can respond accordingly.
Episode Number 2021-8 In this episode of Your Financial Journey, Viaggio Wealth Partners CEO Barry Tate discusses six key things everyone can do to help toward their financial success.
Episode Number 2021-7 In this episode of Your Financial Journey, Viaggio Wealth Partners CEO Barry Tate interviews special guest attorney Michell Bradie on what everyone should do to nail down a proper estate plan for their family.
Episode Number 2021-6 As we approach the $28.4 trillion U. S. government "debt ceiling", a lot of media attention is focused on Congress and its political strife. Barry discusses the debt ceiling issue and puts long-term investing in perspective.
Episode number 2021-5 Why is there so much attention paid to "earnings season"? In this episode of "Your Financial Journey", Barry discusses why earnings are so important to the equity markets and the financial media.
Episode number 2021-4 What exactly is inflation and why should we as consumers and investors be concerned about it? In this episode, Barry reviews the concept and reality of inflation and how investors should view their portfolios through the lens of inflation.
Episode number 2021-3 How can we all be better savers, investors and improve our financial knowledge? Barry discusses simple steps investors can take to improve their overall knowledge of financial topics.
Episode number 2021-2 Barry reviews "Meme" stock mania, what happened with GameStop stock as a result, and what smart investors should do.
Episode number 2021-1 In the first podcast of the year, Barry discusses the overall investment environment and outlook for 2021.
Episode number 2020-3 Barry discusses some tax issues and tax saving ideas that investors should consider as the year-end approaches.