Avantax Market Update - June 2022
Posted by Jeffrey Budzinski on June 21, 2022
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses the following topics.
- Markets Stabilized in May
- Update on Market Returns
- Fed Balance Sheet Reduction - Adding Supply
- Fed Rate Hikes are Priced In
- A Bright Spot - Consumer Finances
- Recession Not Imminent
- Intra-year Declines - Part of the Cycle
Watch the June 2022 Market Update on YouTube.
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Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors.