Jan. 2, 2023

2022-2023 Economy & Markets; Complimentary Portfolio Review

2022-2023 Economy & Markets; Complimentary Portfolio Review

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives...

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption.

Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives detail to the two-meeting process that consists of a comprehensive look into your financial circumstances to provide a holistic examination of your financial plan.  

CIO Brian Regan, CFA®, joins Chris to discuss the impact of 2022’s market drivers, how they contributed to heavier market volatility, and how that might change in the new year.

Brian discusses potential conditions and changes of inflation and the likelihood of a recession in 2023. He goes on to share what he thinks the logistics of a recession would be like and how this new year’s outlook can affect investors.