How Top-Down Investing Actually Works - a podcast by Douglas Goldstein | CFP® | Profile Investment Services

Traditional investing focuses on individual funds, bonds, and stocks. Top-down investing is actually based on a market overview. But, how does an investor know a trend when they see one? Callum Thomas is the founder and head of research for Topdown Charts, a company specializing in macroeconomic studies. Callum defines top-down investing and explains how data is the most important tool for a top-down investor. He talks about how geopolitical events, could affect data. If you like to stick to the numbers in your financial planning, then tune in to learn more about this analytical investing approach.

Coping with the financial aspect of widowhood

Doug has put together a one-page resource for recent widows and widowers. The loss of a spouse and tough emotions come hand-in-hand. Many people have the extra stress of financial issues. Doug’s resource Answers to Tough Financial Questions for Widows and Widowers is a primer to navigating the financial side of losing a spouse. Free Download: Answers to Tough Financial Questions for Widows and Widowers To learn more about Callum Thomas visit Topdown Charts or follow his company on Twitter and LinkedIn. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

Further episodes of Goldstein on Gelt

Further podcasts by Douglas Goldstein | CFP® | Profile Investment Services

Website of Douglas Goldstein | CFP® | Profile Investment Services