As each year comes to a close and a new year begins, investors often take time to reflect on the drivers of the stock and bond markets over the past twelve months, evaluate asset allocation decisions, and hypothesize about what the future may hold. This week Heritage Financial’s Director of Portfolio Management, Michael Waldron, CFA, CFP, provides a review of the markets and portfolios in 2022, and discusses the bright side of stock and bond bear markets.
We have our recap of 2022 and our expectations for 2023 in a variety of formats!
- the replay of our 2023 Market Outlook webinar
- to our Wealthy Behavior podcast episode: Finding Balance in 2023 here, or wherever you get your podcasts