Fourth Quarter 2022 Investment Review and Economic Update

We’re rolling into the fourth quarter of what has been a lousy year for both stocks and bonds. Inflation continues to run high with only a few signs of abating, and the Federal Reserve continues raising interest rates to slow inflation down. The dollar continues to gain strength, weighing on international investments, and the Russia / Ukraine conflict continues to drag on. Our portfolio advisors at East Bay Investment Solutions look for a balanced approach to their commentary, laying out the positive signs along with the reasons for concern:

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.