Check the background of investment professionals associated with this site of FINRA BrokerCheck

The Economy in 2017
HomeEpisode GuideThe Economy in 2017

The Economy in 2017


Guest(s): Michael Godwin, CFA and Matthew Karr, CFA of Fragasso’s Portfolio Management Team

The Economy in 2017

Watch Segment 1

Explore More Videos

What impact does the economy have on investment decisions?  All business is done in the context of the economy – in the United States and that of other countries. Politics are guided by the economy. Tax policy and interest rate policy are created, in large part, by how the economy is doing and is expected to do.

Join us as members of our portfolio management team discuss what they expect to evolve in the 2017 world economy and how the U.S. fits in. They will also touch on what segments or particular industries of the U.S. economy they feel may over- or under-perform in 2017.

We also talk to Michael about the topic of a recession.  What are the chances a recession will begin in 2017?  We’ll discuss the history of normal recessions vs. abnormal recessions and what we can learn from these downturns.

Listen in during the 3rd segment when our portfolio team shares some insights on how they manage clients’ portfolios in response to the economy.  Keeping the advisors, and ultimately the clients informed on these decisions are an important part of Fragasso’s investment client experience.

Related Content

The Advisor Magazine

Industry insights from the Fragasso team. Our magazine, The Advisor, offers financial industry insights from the Fragasso team on such topics as taxes, retirement and estate planning.

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

Find out how our approach can help you pursue your financial goals!

Please complete this mandatory field.
Please complete this mandatory field.