Navigating Financial Uncertainty Through Personalized Portfolio Management with Joyce Huang (Ep. 30)
Planning your financial future requires resilience and adaptability, especially in today’s uncertain market conditions.
How do you balance short-term changes with long-term goals? What strategies can help protect your investments from unexpected shifts?
In this episode, Brett Ramsey sits down with Joyce Huang, a seasoned fixed-income portfolio manager, to discuss how navigating financial markets can be a lot like a road trip—sometimes you run out of gas when you least expect it.
They dive into how to avoid “running out of gas” in your retirement portfolio, especially in the wake of the recent elections and economic shifts. Joyce shares her journey from Wall Street to helping everyday investors, highlighting simple yet effective strategies for staying on course during uncertain times.
Joyce discusses:
- The impact of recent elections on financial markets
- Why staying invested is more crucial than trying to time the market
- How interest rates and inflation could influence your investment strategy
- Her personal advice for navigating investment risks in the current climate
- And more!
Connect with Brett Ramsey:
Connect with Joyce Huang:
About our Guest:
Joyce Huang, CFA, is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office. Joyce is responsible for representing portfolio management in communicating fixed income investment strategies and results to the firm’s clients. She joined American Century in 2018 from First State Investments, where she was an investment director for fixed income and multiasset solutions. Previously, she served in roles as a senior investment strategist and senior portfolio specialist for BNY Mellon Investment Management. Prior to that, she was a vice president and account manager in the capital markets fixed income group at Citigroup. She started in the industry with Lehman Brothers/Barclays Capital, where she was a vice president within their fixed income research group. She has worked in the investment industry since 2006. Joyce holds a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania. She is a CFA® charter holder and a member of the CFA Institute.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
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