Episode 40: How to Prepare for a Successful 2019


SUMMARY

Learn financial planning and investment management strategies to make sure you have a successful 2019 with financial advisor and podcast host, Doug Fabian. Doug will cover market performance in the last couple of months of 2018, how to assess the year in terms of the performance of your investment strategies, and insights he gained from a recent wealth management coaching session, including the importance of identifying your top financial goals and determining if those goals are being met by your portfolio of assets.

 

How was your 2018 in markets? Well, if you were fully invested in either U.S. or international stocks this year, you probably aren’t thrilled with the outcome. At least, not as thrilled as you were this time a year ago.

In this episode of the Science of Economic Freedom, “How to Prepare for a Successful 2019,” we cover three separate but related wealth management segments and tie then them all together.

In segment one, we discuss markets, and specifically the struggles in the markets over the past couple of months. And despite these struggles, I see several positive tailwinds brewing that could lift stocks in 2019.

In segment two, we go over how to assess 2018, not just in terms of the performance of the securities you own, but also how you are doing on your “personal balance sheet,” i.e., how was your cash flow, have you saved enough, did you revisit your assets and liabilities?

In the final segment, I share with you a little insight I gleaned from a recent wealth management coaching session. That insight includes the importance of identifying your top financial goals, and then determining if those goals are being met by your current portfolio.

Plus, the five financial planning action steps you must to make sure you have a successful 2019.

Thanks for visiting!

You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.

The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.