The Recession Rule of Thumb and Positives for 2023 | Fourth Quarter, 2022

by: Brad Swinsburg, Partner + Chief Investment Officer

January 6, 2023

Despite a challenging year, recent returns during the fourth quarter were encouraging and highlight how quickly investor sentiment can shift. Brad Swinsburg addresses the current market, discusses a rule of thumb related to recessions, and what may be on the horizon for 2023.

The Recession Rule of Thumb?

While we focus our time and energy on evaluating and understanding market valuations and the opportunities they create, it doesn’t mean we aren’t interested in other financial topics. What is the official definition for a recession in the U.S.? Watch this video covering a popular rule of thumb for evaluating if the economy has truly entered a recession. The answer may surprise you.

Market Outlook for 2023

It can be challenging to be optimistic after the year we’ve just had. However, we’re beginning to see positive signs aside from attractive valuations as we enter the new year. In this video, we discuss potential positive catalysts that may move markets in the new year.

To view our market overview for the fourth quarter of 2022, click here.

As always, we are available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.