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Retirement: Financial Adviser Explains Why It's a Good Time to Review Your Portfolio

LIVE with Yahoo Finance

03 October 2022

Retirement: Financial Adviser Explains Why It's a Good Time to Review Your Portfolio

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.

Volatility Provides ‘Opportunity’ at ‘More Attractive Levels,’ Financial Adviser Says

LIVE with Yahoo Finance

16 September 2022

Volatility Provides ‘Opportunity’ at ‘More Attractive Levels,’ Financial Adviser Says

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 outlier-- that is down nearly 2%.

Now, if you found yourself panicking after Tuesday's big sell-off on the back of hotter than expected inflation data, you're probably not alone. Whether you're nearing retirement or farther away from that finish line, there are plenty of strategies to help make you the best of a down market. Echo Wealth Management's Founder and President Echo Huang joins us now.

Financial Advice for a Second Marriage

Featured in Reviewed, part of the USA TODAY Network

22 June 2022

Financial Advice for a Second Marriage

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.

Echo Wealth Management Receives Three Prestigious Recognitions

RIA Rankings Data Shows Tremendous Growth and Potential

16 February 2022

Echo Wealth Management Receives Three Prestigious Recognitions

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

3033 Campus Drive, Suite N145
Plymouth, MN 55441

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