Investment Strategies for the 4 Stages of the Economic Cycle

The U.S. economy is cyclical in nature, surging ahead and pulling back in waves over time. Investors’ portfolios need to change with the rise and the fall of that economic tide.

A wave washes over Ben Franklin's face on a $100 bill.
(Image credit: Getty Images)

My approach to investing is based on the economic cycle (see below). Our economy goes through different stages of the economic cycle, where different types of investments will do better or worse. At my firm, we adjust the general allocation of stocks, bonds and other investments based on where we are in the cycle and where we think we are going, as well as the underlying investments in sectors.

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Stuart Estate Planning Wealth Advisors is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Stuart Estate Planning Wealth Advisors are not affiliated companies. Neither the firm nor its representatives may give tax or legal advice. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits, safety, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Bond obligations are subject to the financial strength of the bond issuer and its ability to pay. Before investing consult your financial adviser to understand the risks involved with purchasing bonds. 01010056 08/21


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Sean Burke, Investment Adviser Representative
Vice President and Director of Institutional Money Management, Stuart Estate Planning Wealth Advisors

Sean Burke joined Stuart Estate Planning Wealth Advisors as Vice President and Director of Institutional Money Management from Fidelity Investments. He holds his master’s degree in financial valuation and investment management. At Fidelity, Sean worked with clients on plans and strategies to help achieve their financial goals, focusing on tax-efficient investing, investment strategy with proper risk management, estate planning, principal and income protection and more.