Reflections on 2022 and What’s Ahead… First, welcome to 2023. We wish our clients and partners a happy, healthy 2023. We have many great plans for the year, including a monthly (vs quarterly) newsletter. Also, be on the lookout for more podcasts and helpful resources. Although 2022 was a difficult year for the markets, …
Investors
3rd Quarter Capital Market Review
The third quarter brought continued market weakness due to concerns about high inflation and the Federal Reserve’s interest rate increases to slow the economy. The Fed has now raised interest rates five times since March and indicated that more increases are coming. The idea that interest rates will stay higher for longer has shaken investors, …
3rd Quarter 2022 SWMG Newsletter
Economic Update It’s been a rocky year for investors for most of 2022 with stubbornly high inflation, rising interest rates, recessionary fears, and the continued war in Ukraine. The market has reentered bear market territory (a decline of more than 20%) after a summer rally. Interest rates have moved higher as investors have digested the …
3rd Quarter Capital Market Review
Volatility returned to the markets in the third quarter after strong performance in the first half of this year. Stocks finished the third quarter generally lower amid surging COVID cases with the Delta variant, supply chain disruptions, concerns about slowing economic growth and rising inflation. The S&P 500 (US large cap stocks) was able to …
2nd Quarter Capital Market Review
The markets continued their upward trajectory during the second quarter. Investors continued to look past COVID-19 and anticipate a sustained recovery in corporate earnings as the economy bounces back to life. The S&P 500 (large cap US stocks) was up 15.25% through June 30th. Commodities are the top performing broad asset class year-to-date, followed by …