From Recession to RMDs: Our 2023 Outlook

Recession concerns resurfaced as 2023 began. Between high inflation, an aggressive Federal Reserve and a down year for stocks and bonds in 2022, not to mention sweeping changes to retirement plan rules, there is plenty to consider as we assess our financial plans and portfolios for the year ahead.

In our first webinar of the new year, Wealth Adviser Liz Kesselman is joined by Chief Investment Officer Tim Clift and Manager of Financial Planning Andrew Busa, CFP® to review our outlook following the 2022 bear market, recession do’s and don’ts, and what’s changed with Secure 2.0. The trio also answers audience questions on Federal Reserve policy, cash holdings, inherited IRAs and more.

We hope you find our insights helpful and informative—thank you for watching! Please contact us with any questions at info@adviserinvestments.com or call (800) 492-6868.

For additional material referenced by our team, please follow the below links:

Disclosure:

For informational purposes only, not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Tax, legal and investment information contained herein is general in nature. Always consult a professional regarding your specific situation.