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Everyday Wealth

Season 2 Episode 23: Investment and market insights

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2935 Ratings

🗓️ 12 June 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

With the recent firestorm in the news claiming the U.S. dollar is losing its status as the world’s primary reserve currency, many people are questioning their investments. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Andy Smith talk about where the dollar stands on a global scale and why there’s no need to panic. Later, Neil Gilfedder, chief investment officer of Edelman Financial Engines, joins the discussion to shed light on what’s really going on in the economy and the philosophy behind our unique approach to investing.

Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is pre-recorded, and any callers are prescreened.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a financial advisor to help determine the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

The views expressed on this program are not necessarily the views of this station.

0:03.0

Content is for educational purposes only.

0:05.0

Consult a financial advisor or conduct your own due diligence if investing.

0:08.0

The show is pre-recorded.

0:09.0

Everyday Wealth is produced and created by Edelman Financial Engines and hosted by Jean Chatsky.

0:12.0

Ms Chatsky.

0:12.6

Miss Chatsky is not an employee or client of the firm.

0:14.8

She receives fixed cash compensation as host and for related activities and therefore has an incentive

0:19.2

to endorse Edelman Financial Engines and its planners.

0:21.3

For additional information, please see W. Edelman Financial Engines. its planners. For additional information, please see W.W. Edelman Financial Engines.com slash everyday wealth.

0:25.7

The 2022 top 100 independent advisory firm ranking issued by Barron's is

0:29.2

qualitative and quantitative, including assets managed by the firm, technology spending, staff diversity, succession

0:33.8

planning, and other metrics.

0:35.1

Firms elect to participate but do not pay to be included in the ranking.

0:37.7

Compensation is paid for use and distribution of rating.

0:39.7

Award in September 2022 based on data within a 12-month period. Investor experience and returns are not considered.

0:44.4

At the intersection of life and money,

0:48.1

this is Edelman Financial Engine's everyday wealth

0:51.3

with personal finance expert Jean Chatsky.

0:54.3

Edlin Financial Engines has been ranked by Behrence as the number one investment advisor

0:58.8

in the country.

1:00.1

Now here's Jean Chatsky.

...

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