Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
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A Fresh Start: How I Will Invest in 2023
Earlier this week, I discussed what 2022 taught us about risk. Today, I want to talk about what I will be doing to manage risk in 2023, given those lessons.
What 2022 Taught Us About Risk
For investors, 2022 has been a tough year. We had bear markets in both stocks, which is fairly common, and bonds, which is not common at all. They both happened at the same time, so rather than being saved by diversification, portfolios got hit twice. Even portfolios that were designed to weather market storms, such as a typical 60 percent stocks and 40 percent bond allocation, were hit harder than anyone expected. 2022 was an exceptional year and not in a good way.
2023 Outlook: The Fed Vs. Inflation
Since March 2022, the Fed has continued to hike rates in an effort to control red-hot inflation. Equity and fixed income markets, both at home and abroad, struggled as a result, with markets down in the high double-digits year-to-date. But the tide may be changing.
Economic Release Snapshot: Consumer Confidence Improves in December
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
Monthly Market Risk Update: December 2022 [SlideShare]
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Market Risk Update. Thanks for the assist, Sam! Let’s take a closer look.
Director of Operations
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
Carol has a wide variety of experiences and has worked mainly with not-for-profit organizations. She spent 20 years in fundraising and 15 years teaching in the Illinois school system while she raised her younger children. Carol lives in Sugar Grove with her husband, Ron, and their Golden Retriever, Charley. She has four children and two grandchildren. When she’s not working, Carol enjoys spending time with friends and family, running, fishing, bible study, and watching her grandchildren play sports.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant