How Today’s Stock and Bond Markets Really Work with Kirk Chisholm (Ep. 73)
Market headlines tend to focus on whether the Dow or S&P 500 is up or down. But those numbers don’t always tell the full story of what’s happening in the market, or what it means for an individual investor. Changes in interest rates, the rise of passive investing, market concentration, and investor behavior can all influence portfolios in ways that aren’t obvious from the headlines.
In this episode, Greg DuPont talks with Kirk Chisholm, Wealth Manager and Principal at Innovative Advisory Group, about structural changes in investing and how passive indexing, interest rates, bonds, market concentration, and investor behavior affect portfolios. Kirk explains why the stock market can send misleading signals, how bonds differ from equities, and what investors should consider when evaluating 401(k) choices, liquidity, risk, and retirement decisions.
Kirk discusses:
- How passive investing and institutional flows can influence stock prices beyond company fundamentals
- Why the S&P 500 or Dow alone may not tell investors what’s happening across the broader market
- How rising interest rates can create losses in bonds that investors may have considered conservative
- Why liquidity and stable-value options can play a role when evaluating allocations inside a 401(k)
- How chasing recent performance can lead investors to repeatedly move into yesterday’s strongest fund
- And more!
Connect with Greg DuPont:
- Website: Greg DuPont
- Wealth Solutions Network Website (JoinWSN.com)
- LinkedIn: Greg DuPont
- LinkedIn: Wealth Solutions Network
- Facebook: Wealth Solutions Network
- info@wealthsolutionsnetwork.com
Connect With Kirk Chisholm:
About Our Guest:
Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.
Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.
Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.
Podcast: Play in new window | Download | Embed