Building A Plan for 2023 and Beyond

3245 Lighthouse Lane,West Bend WI 53090

24 January, 2023

Description

2022 is officially in the books. While it was a year to forget for most asset classes, 2023 will no doubt have its many winners and losers. The financial media loves to find a good story of fear to sink its proverbial teeth into, and last year certainly had a bountiful supply of these types of headlines. The big one, of course, being Ukraine which sent a shockwave across the news spectrum, especially in the finance industry. Of course, immediately there were numerous predictions about what this would mean for not just stocks and bonds, but more particularly commodities. A perfect event to fan the “Inflation!” flame. What we do know is that most commodities, including Crude Oil, peaked just as the war in Ukraine was kicking off. As for stocks and bonds? Neither had a year to write home about. In fact, 2022 was the worst year for the 60/40 (60% equities, 40% bonds) portfolio on record, with bonds actually taking the brunt of the hit. Furthermore, neither have exited their long-term downtrends. None of this is any indication of what is to come in 2023 and must be ready for all outcomes. What is your game plan for navigating the market going forward? Follow the financial news or use market data? We have a choice. As market participants, we need to cut through the noise. Providing clarity is the reason we use the Adaptiv System™ for our clients. This System is based on price, which helps us identify trends and relative strength across 30,000 different investable assets. We are privileged to help our clients gameplan for ever-changing markets regardless of the popular media stories of today. On Tuesday, January 24th, we’ll answer the following important questions: What areas provided safety during 2022 and what is the game plan for 2023? What clues did the end of December & beginning of January provide about the rest of the year? After 40 years of falling interest rates, will that continue or is now the time to invest in bonds? Will stocks remain the “best game in town”? Is the 60/40 portfolio dead? It is our privilege to provide answers to these important questions at our FREE Annual Market Insights, Tuesday, January 24th. Please click button to reserve your seat. What: Eat good food, learn about important market developments and insight into the Adaptiv System™ Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: TUESDAY January 24th | 12 Noon -or- 6:30PM (doors open 30 minutes prior) Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click the button. Adapting, David Zarling Partner, Head of Investment Strategy & Research