{"id":231039,"date":"2021-12-21T20:34:43","date_gmt":"2021-12-21T20:34:43","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=231039"},"modified":"2023-04-25T20:57:09","modified_gmt":"2023-04-25T20:57:09","slug":"how-valuations-may-impact-financial-plans","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/how-valuations-may-impact-financial-plans\/","title":{"rendered":"How Valuations May Impact Financial Plans"},"content":{"rendered":"

Investors\u00a0have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future returns. And periods when\u00a0expected returns in fixed income trailed rates of inflation.<\/span>\u00a0<\/span><\/p>\n

But we\u2019ve not faced a period like today, where a long bull run in stocks\u00a0<\/span>and\u00a0<\/span><\/i>bonds may leave both primary asset classes starved for returns in the years ahead. This leaves advisors in a tricky position of\u00a0<\/span>high expectations from clients, and low potential for returns<\/span><\/b>. Something like this\u2026<\/span>\u00a0<\/span><\/p>\n

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You hear a lot from us about markets and portfolios, generally from a CFA\u00ae\/Portfolio Manager perspective. We thought a <\/span>CFP\u00ae-led series about the planning implications of the current environment made sense as well, to tie together key ideas the way you might. <\/span>\u00a0<\/span><\/p>\n

Over the next few weeks, our own James Yahoudy, CFP\u00ae will write here<\/a> on key planning issues driven by today\u2019s market conditions, and how we see advisors empowering clients to seek more out of their allocations. Among the topics James will cover:<\/span>\u00a0<\/span>\u00a0<\/span><\/p>\n