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WEALTH MANAGEMENT QUARTERLY

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Thank You For Being Late Fourth Quarter 2022 Q: Allen, why title this WMQ “Thank You For Being Late?” I decided to borrow this Wealth Management Quarterly title from Thomas Friedman’s book, Thank You For Being Late: An Optimist’s Guide to Thriving in the Age of Accelerations. Friedman’s “field guide to the 21st century” addresses…
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Portfolio Commentary – Quarter 3 2022

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SUMMARY The Federal Reserve – Standing Tall Against Inflation Markets are worried Fed is hiking into an economic slowdown Due to leads and lags, stock market performance and economic performance may differ Mid-term election uncertain typically depresses stocks prior to post mid-term year high Equity markets have performed best when there is a split Congress…
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