Most of us have weathered the ups and downs of volatile financial markets, but somehow each time the daunting news headlines are still unsettling. That’s why it’s a good time to stop, get a reality check and turn to two people who always provide insightful perspectives on the financial markets. In Episode 15: Spring 2023 Market Update with Sacha and Greg, Sacha Millstone and Greg Evans, the co-founders of The Millstone Evans Group, update you on the financial markets, including an assessment of where we are now, what investors should be thinking about, and how best you can continue to navigate market volatility. They are interviewed by Dave Singleton, a colleague and longtime client who asks the kinds of questions investors have on their minds right now. In this information-packed and engaging episode, Sacha and Greg share: Their advice to calm the frayed nerves of investors who continue to fear this current period of volatility. Why President Biden’s recent and first-ever veto, which protects and promotes Environmental, Social and Corporate Governance investing options, is so important. Tips for how best to manage financial portfolios right now. What a recession might mean to investors. Thoughts about the two recent bank failures and why they aren’t something most investors need fear. How they see the rest of 2023 playing out – e.g., what role could factors like inflation, business drivers such as the healthy employment rate, and the political climate play in determining market performance. Guests: Sacha Millstone and Greg Evans are the co-founders of The Millstone Evans Group and, together, they bring a wealth of experience to this conversation and to their clients in 37 states. Both have several decades of experience in these markets, gaining experience at some of the top investment firms in the country prior to joining forces years ago. Sacha, Greg Evans and the team specialize in retirement planning and distribution strategies, estate planning, longevity planning, ESG or socially conscious investing, charitable giving and a number of other financial planning and investment topics. To learn more about Sacha and Greg, please check out their bios: Sacha’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=sacha Greg’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=greg Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.
Mostra di più
Mostra meno
Oct 18 202436 min
39 min
37 min
32 min