We have just released our latest edition of Risks and Opportunities, our quarterly market report. The theme for this edition is “Center of Gravity,” which refers to the average weight of an object and the action expected around that object. This concept can be applied in many ways to the economy and financial markets as growth and recessionary forces push and pull against each other. We are keenly tuned in to the possible outcomes of interest rates increasing, staying flat, or dropping. Translating these big issues into actionable steps in a personalized portfolio and financial plan is our area of expertise. You can read the report here: 2023 Q3 Market Report
Helpful hints to get what you need from our report:
- If you need a quick update on the economy and financial markets, review the three bullet points for Risks and three bullet points for Opportunities under each heading: Global Landscape, US Landscape, US Fixed Income, and US Equity.
- If you want a deep dive on the economy and the financial markets (talking to you - business owners, executives, students, and any others that want to be fully up to speed on all of the inflation and interest rate discussion you keep hearing), read the entire report. It is chock full of data and opinions because, well, it’s our specialty.
- We also added some new formatting to make it easier for you to find the topics you want to learn about. Interested in China? Check out the Global Landscape section, and look for the word “China” in bold.
We always appreciate feedback, so please feel free to send us any comments or questions – we like everything from “Please explain [insert any financial term or concept here] and why I should care about it” to “I disagree with your outlook on bonds” and any other topic you’d like to debate. Send us an email at firstname.lastname@example.org.
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.