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The Team takes a look at the big driver in the S&P 500, along with the AI revolution and how similar breakthrough innovation has performed in the past. They point out the big flip flop from last year and how that is affected by diversification.
The team is pretty much in agreement that 2023 is going to be up and down during this interplay between inflation and interest rate hikes. There’s also an expectation for bonds. And they discuss how Market Volatility affects investors and how the Risk Tolerance tool can help.
There’s been a moving definition over the last year and a half about what a Recession is and whether we’re in one. The team talks about what most analysts they respect are saying and some suggestions on how you can prepare for heading into a recession in 2023, in ways similar to how the East coast prepares for a hurricane.
The team shares insights about how the new Defined Contribution limits for plans like 401k, IRAs, and Roth IRA could affect you. Also included is an update on exciting news for small business owners and their employees regarding Roth IRAs.
Dispelling any confusion between a Depositor Relationship and a Custodial Relationship, the team clarifies why your Bank needs to have FDIC insurance and how they best serve you compared to a custodial service that is holding your assets so they can work for you.
The team explains how Money Market funds are doing in the current financial climate or whether you should consider the “sweet spot” right now in Treasuries. It’s the time to be asking “Liquid Money Markets or Locking It Up.” They also share their experience on timing.
Diving deeper into examining the Federal Reserve, the team explains the popular term Soft Landing for the economy. Also, what the Market is using to forecast what the Feds will do with interest rates.
The team discusses Inflation and Interest Rates, looking at historical trends and how inflation is measured along with a closer look at the actual control the Feds have. They finish with a look at how this is affecting car loans and mortgages.
Beginning this recap, the team takes a look at a last year’s positive 4th Quarter, a pretty hot January and “good to see green” in Feb.
Taking a look at their previous predictions, the team discusses inflation and rate hikes: where they went, what they’re doing now, and how they could predict that trend. Here’s what they see, in their opinion, coming in the new year.