4th Quarter 2022
October 2022 Key takeaways
► A year to forget
► Bonds look decent
► SECURE 2.0 Act of 2022
► Get paid
Year-end Financial Moves
It’s a good idea to start jotting down goals and action items for 2023. Let’s review this year and look at a few things you may still have time to accomplish.
3rd Quarter 2022
October 2022 Key takeaways
► Another dismal quarter
► 4th quarter may not be better
► Bonds looking better
► Damage to balanced portfolios
Wall Street Is Getting It
Getting what? That Jerome Powell is serious about hiking rates to tame inflation, even if it means a recession. Mr. Powell said, “I wish there was a painless way to do that. There isn’t.”
2nd Quarter 2022
July 2022 Key takeaways
► Awful start to the year
► It’s all about inflation
► How far will the Fed have to go?
► Some good news
► A general unease setting in
You Gotta Stick It Out
Why? Because you never know when stocks will bounce back.
I know it’s tough out there. Stocks and bonds are falling – very unusual. REITs are down. Crypto is way down. There are very few (if any) places to hide. Cash is king, but it’s hard to get excited about earning next to zero when inflation rages at over 8.0%.
What’s going on in the market?
In four words: Don’t fight the Fed. It’s nice when the Federal Reserve begins to support the economy and markets after a recession or some other hit like a terrorist attack (2001), financial crisis (2008), or pandemic (2020).
1st Quarter 2022
April 2022 Key takeaways ► Tough quarter for stocks and bonds ► Inflation worst in four decades ► Fed getting tough on inflation ► War in Europe makes everything worse ► Stick with high-quality companies Bad start to the year…
Avoid Panic Selling: War in Ukraine
February 28, 2022 Avoid Panic Selling: War in Ukraine As we witness the first significant conflagration in Europe in decades, we are first most concerned about the loss of life and injury in this war. Our thoughts go out to …
4th Quarter 2021
January 2022 Key takeaways ► Another outstanding year for US stocks ► Bad news for bonds will probably continue ► A more challenging year begins ► Headwinds and tailwinds ► Stick with stocks US Stocks Continue to Amaze In 2021 …