Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Tom Dale, CFP®2022 was marked by sharp market volatility, high inflation, and aggressive Fed rate hikes. Both stocks and bonds declined together, while consumer sentiment fell and crypto markets plunged, highlighting a challenging environment with limited protection for investors.
Tom Dale, CFP®Early 2023 markets saw a brief rebound before volatility returned amid Fed uncertainty and banking stress. The collapse of Silicon Valley Bank raised concerns, but issues appeared isolated, not systemic, easing broader contagion fears.
Tom Dale, CFP®Q2 2023 markets rebounded, led largely by a handful of mega-cap tech and AI stocks. Despite optimism, most stocks lagged, highlighting narrow gains. With rising rates and recession risks, maintaining a disciplined, diversified approach remains key.
Tom Dale, CFP®Late 2023 markets reflect strong economic data but a hawkish Fed stance, reinforcing a “higher for longer” rate outlook. With hikes nearing an end, investors may find opportunities in bonds, while political uncertainty adds short-term volatility.