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Individuals, Institutions & Family Offices

Understanding Market and Economic Complexities

2023 First Quarter Capital Outlook

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2023 Forecast

 The Wall Street Journal published Wall Street Nailed Earnings but Missed the Bear Market on December 25th. For the first time since 1995, analysts correctly predicted earnings for the Standard & Poor’s 500 Stock Index (“SPX’) at $221 per share.3 

Unfortunately, forecasts missed wildly with respect to the contraction in stock valuations. According to the article, financial strategists did not anticipate higher interest rates that crushed bonds and valuation multiples applied to company earnings. 

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Reviewing Your Finances Yearly

We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen for your financial life in the year ahead. The best financial advice that I can give you is it’s always best to start early and plan often. This article is going to delve into some of the areas that we’re going to ask you to pay special attention to, and we’re also going to suggest other areas to review to help better improve your financial life.

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