January 31, 2023

1st Quarter 2023 Economic Update and Market Review

1st Quarter 2023 Investment Review & Economic Update Blog

We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal Reserve interest rate hikes, and Russia’s invasion of Ukraine drove the markets last year.

If you’d like to hear our podcast episode on this topic, click here.

As we look to 2023 there are still concerns but reasons for optimism, as well as inflation abates and the Fed’s direction, become more clear. As usual, our portfolio advisors at East Bay Investment Solutions have distilled the situation down to help frame what to look for in the coming months.

2023 Reasons

For their full economic commentary and a look back on the markets last quarter, download the full report here.

Mario Nardone, CFA with East Bay Investment Solutions held a live webinar where he walked through the data and discussed their insights.

If you couldn’t make it, here’s a link to the recording: (Recording Link)

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

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Call us at 517-321-4832 for financial and retirement investing advice.