ABOUT HOSTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years, and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

In this Q2 2020 quarterly market review and financial markets update, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, provides a stock market analysis and looks at overall financial market activity in the second quarter of 2020:

Quarterly Market Summary
Long-Term Market Summary
World Stock Market Performance

Second Quarter 2020 Index Returns:
– World Asset Classes
– US Stocks
– International Developed Stocks
– Emerging Markets Stocks
– Select Market Performance
– Fixed Income

Global Fixed Income – Second Quarter 2020 Yield Curves

Questions:

15:15 – The Fed met today and kept rates at record lows. What impact do you see that having on markets and the economy?

16:45 – When do you think the fed will raise rates again?

17:25 – Stocks have run up quite a bit lately and the economy is still weak. Should we be worried?

19:15 – what’s up with artificial intelligence?

20:48 – what is your take on investing in 5G technology?

21:10 – The government has run up a huge deficit responding to the coronavirus. How will that get paid back?

Politics Vs. Sound Investment Principles: does it matter whether you invest under a Republican or Democratic White House?
– Election Year Returns
– Markets have rewarded long-term investors under a variety of presidents

S&P 500 Leaders

International Equities Vs. US Equities – Comparing Valuations Around the Globe

Bad News Equals Good Results

COVID-19 Financial Planning Opportunities

Questions:

42:53 – Will mortgage rates go any lower?

44:04 – Is it safe to assume that tax increases will not take place prior to 2025?

45:23 – I’m 82. Is it OK to keep leaning some of portfolio towards growth funds?

46:30 – What do you think of hedge funds?

47:45 – Is there new risk in investment grade bond funds after government stimulus propping up potentially insolvent companies?

48:39 – Do you think oil will ever return back to triple digits, or will it slowly decline as renewable resources become more prominent?

50:37 – Do you prefer EFTs or mutual funds?

 

Watch the previous market update webinar (June 16, 2020)

Subscribe to our YouTube channel.

Read Brian Perry’s new e-book, Retirement Revamp: Financial Planning in Times of Crisis

 

IMPORTANT DISCLOSURES:

Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.

Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.