Strong financial planning requires a deep understanding of market and economic fluctuations. When you know the current trends in the economy, you can make informed financial decisions. The advisors at Floe Financial Partners, Inc. incorporate economic research into our services to inform allocations.
The economy isn’t static. It moves through a four-stage cycle, with fluctuations in each cycle. These four stages are:
Economic health impacts the markets across all sectors. However, some industries fare better than others during each phase.
At Floe Financial Partners, Inc., we conduct daily economic research to gauge short and long-term trends. We use this information to determine suitable asset allocation strategies. We stay apprised of market conditions that impact your portfolio through our research. This information can strengthen our decision-making process, providing you with the support you need to manage your financial goals.
Floe Financial Partners, Inc. builds life-long relationships with our clients, and we work with you at each step of the financial planning process. Contact us today to schedule a consultation.