Echo Wealth Management Financial Adviser Echo Huang joins Yahoo Finance Live to discuss what investors should consider when evaluating their retirement portfolios.

Video Transcript

JULIE HYMAN: It is a new month for markets, a new quarter, too. But the recent performance of major equity markets may still worry the folks among us seeking retirement anytime soon. Let's take a look at your portfolio spending patterns-- how to recognize your investing biases and oversights.

Echo Wealth Management Founder and President Echo Huang joins Yahoo Finance Live to discuss market swings, the strength of the U.S. dollar, inflation, understanding investments, volatility, and the outlook for the economy.

Video Transcript

JARED BLIKRE: Welcome back. Let's take a quick look at the markets on another down day and a down week for stocks. Looks like the Dow is down 1%, so is the NASDAQ. S&P 500 down a little bit less, just 93 basis points. The Russell 2000 by far the

Some things are sweeter the second time around. You’ve met the love of your life and you’re set to be married again! But there are all kinds of financial affairs, some of them complicated, that you’ll need to attend to as you enter your second marriage.

WealthManagement.com, RIA Edge, and Discovery Data have published their Register Investment Advisor (RIA) firm rankings based on the growth rate in assets under management (AUM).  We are incredibly excited to announce that Echo Wealth Management has been recognized in three key areas:

• One of the fastest-growing firms in Minnesota
• One of the fastest-growing firms in the United States
• One of the fastest-growing women-owned firms

For the 11th year in a row, president and founder Echo Huang was awarded the 2022 Five Star Wealth Manager award.  Using an in-depth research methodology with 10 objective criteria, including client retention rate, client assets, and households served, this award honors top local investment professionals for their commitment to professional excellence.