Join Nick and Dave as they discuss some positive things going on in the markets and what you can do with your investments to keep some peace of mind.
Things they cover in this episode include:
- Fixed income yields are the highest they have been in years
- CPI headline inflation in September (8.2%) has fallen since June highs (9.1%)
- Equity and fixed-income valuations are much more attractive than they were at the start of the year
- A 3.5% unemployment rate is not consistent with economic downturns
You can download their full commentary, outlining how these concerns may play out and how it may affect our portfolios here: Quarterly Investment Commentary Q3 2022
Their recorded quarterly call is available here: East Bay Webinar Q3 2022
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.
Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.
Call us at 517-321-4832 for financial and retirement investing advice.