Our Director of Private Wealth, Nicholas Olesen, CFP®, CPWA®, gave a quick recap of the markets and economy for this past quarter. During this 10-minute recap, he covers:
- How well the markets have done this quarter, after a rough 4th Quarter of 2018
- What, if anything, we can learn about "yield curve inversions", specially regarding how quickly a recession and market decline will occur
- Two key themes that have been impacting portfolio performance, diversification and value investing
We hope you enjoy this recap! Please reach out with any questions, feedback, or if you would like to talk about your financial situation.