Interest Rates, Markets, and More with Advisor Terry Keyes, ChFC® – Episode 103
We like to get the perspective of other advisors and what their clients are talking to them about. In this episode of Managing Your Financial Future, podcast host Johnny Dean and Rick “the Professor” Plum, CFP® talk with longtime financial advisor Terry Keyes, ChFC about what’s on the minds of retirees and near-retirees.
Are people really concerned about interest rates, inflation, and a volatile stock market? Or are they able to ignore all the noise and just focus on living their lives? You may (or may not) be surprised to learn that those with a financial plan, a strategy that aims to deal with those issues, are far less worried about the future.
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.
Rick Plum and Terry Keyes are a registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.