Tag Archives: Inflation

Looking into Future Economic Trends (Ep. 82)

May 18, 2022Finance, Financial, Financial Planning, Truth, WealthChristian Hyldahl, Copper Beech Financial Group, Economy, Finance, Financial Advisor, Inflation, Investing, John and Michael Parise, Market Investing, The Truth About Wealth Podcastthetruthaboutwealth

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Right now interest rates and inflation are higher than most of us have ever seen.

The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years.

In this episode of The Truth About Wealth, John and Michael are joined by Christian Hyldahl, a financial professional at Varium Investments who has been in the financial business for 30 years, to discuss what the economic trends will look like in the next short future.

John, Michael, and Christian discuss:

Christian’s thoughts on who is to blame for inflation
Advice for retirees facing an inflated market
The influence that the fed has had on the market
What might happen in response to the inflated market
And more

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Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)

March 9, 2022Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, COVID Recovery, Economics, Economy, Inflation, Interest Rates, John and Michael Parise, Market Review, Politics, The Truth About Wealth Podcastthetruthaboutwealth

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2021 was a year full of ups and downs. Will 2022 be the same?

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store.

John, Michael, and Paul discuss:

The real inflation rate in 2021 and 2022
Why unemployment numbers appear static
The key events that affected the economy in 2021
How our current education system needs to change for the economic future
And more

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Linkedin: Paul Dietrich

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About Our Guest:

Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.

Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

February 23, 2022Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, Inflation, Interest Rates, John and Michael Parise, Market Outlook, Paul Dietrich, Stock Market, The Truth About Wealth Podcastthetruthaboutwealth

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Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market?

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can separate noise in the market from events that may have tangible impact on the underlying economy.

John, Michael, and Paul discuss:

Impact of Russia/Ukraine conflict on the stock market
The Build Back Better infrastructure bill
Tax raises and paying off the capital reserves
Interest rates and inflation
And more

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Linkedin: Paul Dietrich

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About Our Guest:

72. 10 Concerns On The Minds of Our Clients: Part 1

December 29, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, Education, Inflation, Jobs, John and Michael Parise, Markets, The Truth About Wealth Podcast, Volatilitythetruthaboutwealth

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Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing.

In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, jobs and education, inflation, and outliving your money. John shares how inflation has changed over time, and how you can deal with inflation.

John and Michael discuss:

Market volatility
The effect of inflation on the market, and why it’s something you have to pay attention to
The problem with living too long
The hot topic of jobs and education
And more

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Copper Beech Financial Group: (856) 988-8300
John Parise
Michael Parise

67. Concerns That Are Keeping Everyone Up At Night

October 13, 2021Finance, Financial, Financial Planning, Truth, WealthCopper Beech Financial Group, Estate Planning, Financial Planning, Inflation, John and Michael Parise, Taxes, The Truth About Wealth Podcastthetruthaboutwealth

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There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact their accounts, and more.

In this episode, John and Michael Parise have an open discussion about questions they regularly receive from their clients and aim to answer these frequently asked questions. They explain why you need to stay on top of your financial affairs and get them in order, plus, how businesses may have to approach employee retention in the near future.

John and Michael discuss:

How inflation is affecting everything in our lives
Potential tax code changes being proposed in Washington and how they may impact you
Why you need to be on top of your financial affairs
Why employee retention will become increasingly important in the near future
And more

Resources:

Connect with John and Michael:

Copper Beech Financial Group: (856) 988-8300
John Parise
Michael Parise

65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen

September 15, 2021Finance, Financial, Financial Planning, Truth, WealthCapital, Copper Beech Financial Group, Inflation, John and Michael Parise, Management, Markets, Taxes, The Truth About Wealth Podcastthetruthaboutwealth

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John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds and real estate. Today, they look to answer many of these questions.

In this episode, John and Michael speak with Peter Andersen, CFA, of Anderson Capital Management. Peter provides some clarity surrounding the current markets and where the trends are pointing, as Peter shares his optimism for the future.

Peter discusses:

The current state of the market
How your anxieties and fears about the market are played on by the media
Whether he thinks the tax proposals in Washington will pass, and what that could mean for you
Why he’s so confident that we are going to come out of the post-COVID era stronger
And more

Connect with Peter

Connect with John and Michael:

Copper Beech Financial Group: (856) 988-8300
John Parise
Michael Parise

About Our Guest:

Peter C. Andersen, CFA, has managed money for a wide range of clients since 1993. He has direct experience managing separate accounts & over 10 mutual funds throughout his career, including IPO’s for two NYSE-listed closed end funds. He has deep experience with stocks of all kinds, junk bonds, and world asset classes.

Peter Andersen earned an MPA degree from Harvard University, where he was designated a Seamans Fellow. He holds an MS in physics from Yale University, where he was named a JD Skinner Fellow. Mr. Andersen received a BS, summa cum laude, from Northeastern University where he graduated first in his major of physics. He is on the board of the Boston Symphony Orchestra, where he is Chairman of the Annual Funds and a member of the Investment & Nominating Committees. Andersen is also an overseer of the Peabody Essex Museum. He was on the investment committee of the Goldhirsh Foundation, several other non-profits, and elected to the executive committee of the Yale Graduate School Alumni Association.