Recession Incoming

The economy is cyclical, with periods of growth often followed by downturns. While each recession has its own unique triggers, the underlying boom/bust cycles have remained consistent throughout history. As we navigate the current economic landscape, many indicators suggest that a recession could be on the horizon. In this insightful workshop, led by Brennan Redmond, CFA, CFP®, we will delve into the patterns of past economic cycles and compare them to today’s environment, helping you understand the signals that point to an impending downturn.

This session will begin with a examination of historical recessions, exploring the causes, timelines, and recovery patterns that have defined previous economic slowdowns. We’ll then shift our focus to the present day, analyzing current economic data and trends to build a compelling case for why a recession may be imminent. By understanding these patterns, you can better anticipate potential challenges and opportunities in the months and years ahead.

Following this analysis, we will engage in a discussion on the implications of a recession for portfolio management. You’ll learn about the strategies that can help protect your investments during a downturn, including asset allocation adjustments, risk management techniques, and opportunities that may arise in a volatile market. 

Whether you’re a seasoned investor or just starting to build your portfolio, this workshop will provide you with knowledge and tools needed to navigate the complexities of the economic cycle. 

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.