Midyear Market Recap 2021

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Your Money Momentum

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It has certainly been a crazy start to the year when it comes to the market. In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors President Kris Maksimovich for a midyear recap. With the comical sparring we have come to appreciate, they offer us a year-to-date report card before jumping into a bulls vs. bears discussion on inflation, interest rates, oil, the technology/stay-at-home stocks, and cryptocurrency*. *This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. Guest Bio: Kris Maksimovich, AIF®, CRPC®, CRC® Kris is an Accredited Investment Fiduciary ®, Chartered Retirement Planning Counselor ™, Certified Retirement Counselor, and has passed the CERTIFIED FINANCIAL PLANNER ™ certification exam. He holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network ® and is a graduate of Southwest Missouri State University with a Bachelor of Science in Finance. Host Bio: Tom Kennedy, CFP® Tom joined Global Wealth Advisors (GWA) in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He also serves as host of the Ask Tom Anything Facebook page, a GWA program sharing video updates, commentary on hot topics, and fielding questions. Tom graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein, and FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Find it Fast 1:52        YTD Summary 3:08        Inflation 5:50        Interest Rates 9:48        Oil 12:50      Tech Stocks/Stay-at-Home Stocks 15:57      Cryptocurrency 18:50      Headwinds and Tailwinds 21:15      COVID-19 effect on the market 22:42      International markets and oil 24:42      Collectibles          Listen in to Your Money Momentum published every other Friday, just in time for your morning commute. Music: PWISBY "Ruff" Find us: LinkedIn  |  Facebook  |  Twitter  |  YouTube