June 2022 Financial Markets Discussion

ยท 22 minutes

Tune in to this 22-minute webinar where Dave summarizes his Scranton Financial Group client video and encourages viewers of this video to watch that one. He discusses the fear of recession and a flight to quality and gives a brief overview of the state of preferred stocks, bonds, REITs, BDCs, and specialty ETFs this month. Dave briefly discusses three new types of software, including a retirement-risk report, which is a one-page, point-of-sale financial picture for new clients. He reintroduces zero-base thinking, which means not defending your previous thinking with nervous clients and how could you reallocate them now? He then concludes with explaining that we are moving to a new office building and encourages viewers to contact us by phone, cell phone, or email during this interim, work-from-home situation.