From Headlines to Holdings Recap and Recording
Last week, Andrea and Jacki hosted an educational town-hall style webinar on investing and current events for our clients. We were so pleased to interview subject matter expert and Vice President of Dimensional Fund Advisors, Apollo Lupescu, PHD. Apollo discussed current events, emerging economic trends, and potential impacts on financial planning and investing.
One key insight is to keep a long-term focus, even in the midst of escalating tensions in the Middle East and other economic and political uncertainties. Apollo shared a research-based perspective with charts, graphs, and relatable stories about each topic. View the webinar in its entirety on our Youtube channel linked here.
Topics and corresponding time stamps covered in the webinar include:
Geopolitical risk and conflict in Iran (1:30)
The Fed, inflation, and interest rates (12:29)
A.I. ‘bubble’ (23:32)
‘De-dollarization’ and global standing of U.S. dollar (33:58)
U.S. national debt (45:31)
We had so much fun with Apollo and hope you enjoy his insights as much as we did. If you have questions about any of the topics we discussed, please don’t hesitate to reach out! We are more than happy to share whatever resources and expertise we can.
