Wealth Management Insights: 2013 Economic Outlook is a presentation of Bell State Bank & Trust’s Wealth Management division. This presentation is presented by Greg Sweeney, our Chief Investment Officer and Investment Committee Chairman, and Michael B. Hardy, our Senior Investment Strategist and Portfolio Manager.
Video Highlights:
Presentation by Greg Sweeney: Chief Investment Officer and Investment Committee Chairman
- Demographics – The Big Picture (2:17)
- Unemployment and employment update (4:04)
- Discussion on the fiscal cliff (6:05)
- Congressional budget office forecast (6:48)
- Where is the federal debt? (7:33)
- Government revenue and spending (10:13)
- What does the consumer look like? (11:50)
- Federal reserve balance sheet statistics (14:49)
- Inflation vs. reality (17:07)
- Real disposable income (19:40)
- Consumer confidence (20:05)
- The future of the housing market (21:05)
- Economic bright spots (22:26)
- Economic themes (24:19)
- What does our uncertainty feel like? (25:15)
Presentation by Michael Hardy: Senior Investment Strategist and Portfolio Manager
- Perspective of the stock market (26:59)
- What destroys consumer confidence? (29:50)
- Find out where the market is headed (31:36)
- Earnings growth (34:55)
- Mergers and acquisitions (37:55)
- Global equity valuations (38:46)
- Alternative assets (40:35)
- An update on gold (43:30)
- The stock market and recessions (45:51)
- Expectations for the market (47:01)
Presentation by Greg Sweeney: Chief Investment Officer and Investment Committee Chairman
- Bonds (48:25)
- Four rules of solid investing (53:23)
- Set up a strategy (54:40)
Learn more about how our Wealth Management team can help you reach your financial goals.
The information in this article is not intended to be tax and/or legal advice and should not be treated as such. You should consult with your tax advisor and/or attorney to discuss your personal situation before making any decisions.
Additionally, If you are looking for additional help, seek help from a CERTIFIED FINANCIAL PLANNER™ Professional that can look at your individual situation holistically
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