Current State of the Markets & Investing with Matt Heimann, CFA (Part 2)

As the financial landscape continues to evolve, investors are seeking clarity and direction in an increasingly complex market. That’s why we wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA, is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models. In this two-part conversation, he’ll provide a deep dive into the intricacies of investing, interest rates, and the future of the markets.

 

Here’s some of what we cover in this episode:

• How to use the yield curve to your advantage.
• How should investors adjust their portfolios with the anticipation of future rate declines?
• The two risk we need to focus on today.
• Can you use historical returns to forecast future returns?
• How will AI reshape investor strategies?

 

Connect with Matt: https://www.linkedin.com/in/mattheimanncfa/ 

 

Contact Desmond:

Visit https://www.clcfinancial.com/ or call 910-323-5700.