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PODCAST: 2021 Q2 Market Recap

PODCAST: 2021 Q2 Market Recap

Clint Walkner teams up with two of Walkner Condon’s U.S. expat financial advisors Syl Michelin, a Chartered Financial Analyst®, and Stan Farmer, CFP®, to discuss the second quarter and look ahead to Q3 of 2021.

In another good quarter that has seen the S&P hover around all-time highs, things started rather uneventfully but then changed in June, as the tech sector got its groove back. The trio takes a trip down memory lane, framing the current tech atmosphere in terms of the late 90s and early 2000s, including a comparison between the Bulletin Board System of internet yesteryear and the new age, the Wall Street Bets subreddit. They also pose and explore the perplexing question related to the valuation spread in the S&P 500 and finish by revealing their favorite trend to watch – meme stocks or cryptocurrency?  

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APPLE PODCASTS

The Past, Present, and Future of Taxable Investing

The Past, Present, and Future of Taxable Investing

Clint Walkner and Keith Poniewaz discuss investing in taxable accounts. They explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future, are we looking at once again buying a large basket of individual stocks to manage taxation and risk? Clint and Keith discuss the new trend of “direct indexing”. Click here to listen to the podcast.

Potential Pitfalls for Expat Investing

Potential Pitfalls for Expat Investing

On our podcast, Keith and Clint discuss the intricacies of international investing and the potential pitfalls one might face as an expat investor. Investing internationally may involve currency risk, limited access to investments, and problems with opening accounts in certain countries.