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4th Quarter 2023

Key takeaways
► Market goes gangbusters
► It’s Goldilocks for now
► Recession still possible
► Smaller stocks getting some love
► Ride the front-end of the curve

3rd Quarter 2023

Key takeaways
► Market downtrend
► Several Threats
► Growing federal debt
► Safety in bonds

2nd Quarter 2023

Key takeaways
► Stocks climb higher
► Resilient US economy
► Bull case for stocks
► Bear case for stocks
► Attractive rates in bonds

Retirement and Depression

Retirement planning often is overwhelmingly about money: Did I save enough? Will my money last? What if I live longer than expected?

1st Quarter 2023

Key takeaways
► Good quarter for stocks and bonds
► Fed buying time
► Attractive yields in bonds
► Getting paid
► Add to stocks on pullbacks

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.”