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Investment Market
Commentary
4th Quarter 2022, Investment Market Review
Stocks rallied in the fourth quarter, but it was not enough to overcome the losses registered earlier in the year. The S&P 500 suffered its first calendar year decline since 2018 and only the fourth such occurrence in the last 20 years. The tech-heavy NASDAQ performed even worse, falling more than 30%. Inflation, and the Federal Reserve's efforts to contain inflation, drove much of the market activity in 2022.
Investing Education
Resources for Investing Education
We are pleased to offer the following articles for your own edification.
If you have any questions, please contact us. We happily speak to local groups such as small companies and investment clubs.
Checklist Upon the Death of a Spouse or Loved One (Things you need to do)
Learn About the "SECURE Act" - A Major Overhaul to Retirement Plans
The Value of Premium Wealth Management
Battle Strategy for Your Financial Future
Financial Planning for Newlyweds
Guide to Long-Term Care Insurance
Guide to Your Parents Retirement
Pairing Financial Goals with Socially Responsible Investing
Investment Disclosure: None of the information contained on this web site constitutes a recommendation to buy or sell stocks or other investment products. Material on this web site is presented for informational and/or educational purposes only. Investing involves risk, and is not suitable for all people. Investment risk includes, but is not limited to, the risk of loss of principal. You should seek competent guidance before beginning an investment strategy. Information herein of a factual nature is believed to be accurate, but may contain errors outside of our control.