Categories: Blog

Q221 Quarterly Context Video

What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals?

What does a recent study show about financial lessons learned from the pandemic?

How is the fed changing its stimulation plans?

CEO Greg Patterson answers those questions in this quarter’s Quarterly Context webinar, along with addressing these topics:

  • Inflation jumped, and is causing debate.
  • Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years ago.
  • A survey outlining the increase in important plan features such as auto-enrollment and auto-escalation.

Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your long-term goals and strategy.

The Advisory Group