A post-pandemic investment planning conversation with Clearstead and Bernstein Global Wealth Management
The COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with Mike Shebak, Senior Managing Director and Head of Institutional Consulting at Clearstead, and Dale Vernon, Principal at Bernstein Global Wealth Management. They discuss building financial security through various investment planning strategies that will last post-pandemic.
Key items discussed:
- How has COVID-19 affected the future of investment planning?
- Should investors expect this stock market to continue?
- What are the implications of inflation on investment portfolios?
- How should clients think about spending relative to their portfolio size?