FINANCIAL PLANNING WEBINAR   |    THURSDAY, OCT. 19TH AT 12:00 PM CDT

Stock Market Update - Q4 2023

Investment Strategies for Today’s Markets

In the first half of 2023, we’ve seen the S&P 500 run up almost 17% year-to-date despite volatility in equity markets, continued inflation, and rising interest rates. As a result, today’s financial world is more uncertain than ever. Knowing how to plan and pivot your investments in a rapidly changing market is challenging for most people. However, understanding where the market is headed, why certain asset classes outperform others in challenging environments, and which policy changes will impact you is fundamental for today's investors.  

Register now for our quarterly market update, where we identify the trends in global markets, address the core economic principles driving these trends, and walk through what you can expect going forward. Nick Johnson, CFA®, CFP®, President of Willis Johnson & Associates, presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy. This webinar also addresses the top questions from our clients, including: 

  • Following the impacts of COVID in 2020, economists and strategists have predicted a recession since late 2021. However, 18 months later, there’s still no recession in sight. In fact, following the low from October 13th, we’ve seen a massive run in the S&P 500 by the end of June. Uncertain of what’s to come, how should your portfolio change in this dynamic market environment? What strategies can you employ for long-term diversification to hedge against recession risk? 

  • In 2022, we saw the fastest increase in interest rates since the 1970s. After raising interest rates 500 basis points since early 2021, how should investors prepare for the possibility of higher for longer or declining rates in coming months, and what does it mean for fixed income investments in your portfolio?  

  • Since the start of the year, we’ve seen huge runs in the S&P 500, dramatic pullbacks, and everything in between. Despite the tightening rate environment, we’ve seen strong corporate earnings and a resilient consumer. Should we expect consumers’ continued spending and investing to continue driving today’s bull market, will corporate earnings grow to justify their lofty valuations, or will we see stock prices pullback in the 2nd half of 2023?   
     
  • 2022 was the worst year on record for fixed income due to rising interest rates, bringing the traditional stability of the 60/40 (equity to bond) portfolio into question. With interest rates at the highest levels they’ve been since the 80s, we’ve finally seen attractive returns in some elements of the bond market in 2023. Which fixed income subclasses should you be investing today to leverage the opportunities presented in a volatile and high-interest rate environment? 

  • Which savings, tax, and investing strategies should you consider to ensure that your finances can withstand the current volatility and achieve long-term success?  

Register for our quarterly update now by submitting the form above. 

Do you know someone looking to improve their investment strategy in 2023?  

Share this event with a colleague.