Joe Vitry
speaker
38 appearances
1 recordings
1 series
first heard Feb 2019
last heard Feb 2019
Joe Vitry’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · Investors Feeling More Bearish About the Stock Market · 8 Feb 2019
podcast
and a little less out of equities.
I mean, it's not dramatic, but it's certainly in line with some of the sentiment where people are looking for a little bit more safety.
Clearly, when we did a double-click and tried to understand what was driving some of these concerns...
People who aren't retired are most concerned about achieving retirement.
Makes sense.
But those who are actually in retirement, their number one concern is the new tax laws and the actual impact that it's going to have on them and them continuing to enjoy and be successful in retirement.
Across the board, people feel fully recovered.
They feel like they're definitely investing more than they were back then.
they're more confident, they're actually saving more money, and they're doing it all by taking on quite a bit less risk.
Yeah, I'd say two things.
I'd say first, you know, do your homework.
We always encourage everyone to do their homework, but get some help.
There's many institutions, organizations like Charles Schwab, who I represent, that, you know, we have people on the ready, ready to
sit down and have conversations with you and talk through your strategies and really help you build a financial plan.
You have to have a plan if you're going to achieve your goals.
So definitely get some help wherever it's at.
We're obviously, you know, more than happy to help anybody who wants to engage Charles Schwab.
Thanks for having me.
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