Third Quarter 2022: Adviser Investments' Market Outlook

Analysis From Experienced Financial Planners and Investment Strategists

Adviser's Market Outlook

What Market Themes Will Define the Next Quarter?
Informed Analysis From our Financial Planning and Investment Strategists

After a stormy spring for investment markets, summer got off to a sunny start and stocks rallied through mid-August. Unfortunately, a confluence of concerns clouded the horizon and the rally faded. U.S. stocks registered their third-worst September in nearly 65 years—leaving the S&P 500 index down 4.9% for the third quarter and 23.9% lower year-to-date.

Adding to investors’ (and our) frustrations, the bond market experienced its third consecutive quarterly decline. The Bloomberg U.S. Aggregate Bond index was down 14.6% through September—its worst intra-year drop since its 1976 inception. In all, it’s made for a meager 2022 harvest—except for tax losses, which do have their value. We know it’s been a tough year, and it’s natural to worry that things could get worse or that, somehow, it’s “different” this time. But is it?

In this quarter’s Adviser Outlook, we examine the factors influencing the markets and economy with an eye toward practical steps for investors like you. Along with our answer to the question above, we cover:

  • How investors in retirement weathered the Great Financial Crisis while spending down their accounts (the results may surprise you)
  • What inflation and monetary policy mean for the markets
  • Social Security’s biggest cost-of-living adjustment in 40 years
  • What you need to know about required minimum distributions on inherited IRA accounts
  • …and more!

It’s never too soon to become a more informed investor. Please complete the form on this page to receive this free, no-obligation report today!
For more information, please call us at (800) 492-6868 or contact us here.

For informational purposes only; not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Speak with a financial adviser before taking specific action.

Download Adviser Outlook, Fourth Quarter 2022

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