November 2022: Webinar on Financial Planning for 2023
Compass Private Wealth Webinar on Personal Financial Planning for 2023
In this Webinar, Jonathan Sheahan and Robert Smith discussed personal and macro considerations to take into account in relation to Personal Financial Planning for 2023. This discussion covered the following topics in detail:
The Market performance in 2022 and the Outlook for 2023
o Interest Rate & Inflation Environment
o Equity Markets
o Geopolitical Instability
Investment Management
o Investing in a High Interest Rate Environment
o Inflation Risk for the years ahead
Cashflow Planning
o Income and Outgoings
o Essential v Discretionary spending
o Surplus capital Options
o What if Scenarios
Having Downside Protection in place
o Portfolio Diversification
o Hedging
o Fund Rebalancing