October Review

November 15, 2023

Global Wealth Advisors

Financial Planning and Investment Management LinkedIn icon.

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics in their October review including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked.

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Find it Fast: October Review

A Look at Last Month:
00:00—Intro
00:41—October’s sell-off
10:28—Five good minutes on reinvestment risk
16:21—Bond laddering

Bold Predictions:
21:19—NFL
22:27—Have rates peaked?

Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

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