Navigating trends versus responding reactively or emotionally is best done in the context of a comprehensive financial, investment, or wealth management plan.
2021 has been a boom year for equity markets, while inflation expectations have shifted, and many workers in the emerging post-COVID world have reconsidered what their work, finances, time, and health mean to them. As always, we believe that successful investors start with a plan—whether it’s to start saving and investing, or to manage, protect, and use wealth they already have. Heading into 2022, Schwab sees three trends that could have implications for financial planning and wealth management:
2022 Financial Planning Outlook: 3 Trends and Implications from Schwab
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