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Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

May 5, 2022

Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter.

With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If you’ve paid attention to any financial news or information, there are likely a few terms and phrases that you’ve been hearing more than others.

On this episode, we’re going to discuss these investment terms and help you understand what they mean and why they’re important. From volatility to inflation to recessions, we’ll cover all of the financial news that’s top of mind for many people today.

Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/

 

What we discuss today: 

1:35 – Crazy markets recently

2:21 – Bear vs Bull Market

4:02 – Volatility

6:09 – Asset allocation

8:00 – Diversification

9:21 – Inflation

11:14 – Recession

15:32 – Fiduciary

18:04 – Suitability

 

Get additional financial information: https://sephtonfinancial.com/podcasts/