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Q4 2023 Edition of Risks and Opportunities

Q4 2023 Edition of Risks and Opportunities

February 14, 2024

We have just released the latest edition of Risks and Opportunities, our quarterly market report. The theme for this edition is “steady as she goes,” a reference to a nautical command to stay on the same path even as the environment around you is changing. The world will always be full of potentially concerning activity, and today is no different. That’s why some market watchers are still calling for a recession. Considering that the US economy has very low unemployment, robust consumer spending, and dropping interest rates on the horizon, it is not poised for a recession. Instead, we see the Fed’s plan to decrease rates this year as a positive for the stock and bond markets as the economy continues to heal from inflation.


We encourage you to tap into Risks and Opportunities depending on how you need it:


Quick update on the economy and financial markets: Review the three Risks and three Opportunities under each heading: Global Landscape, US Landscape, US Fixed Income, and US Equity.


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 today’s inflation and interest rate details): Read the entire report cover to cover for our data, charts, and opinions.


Talking points to launch a discussion: Share the report with friends, colleagues, family members, co-workers, and fellow board members. Use it as a jumping off point to discuss financial topics that affect your life and if you agree or disagree with our opinions. Whether you share a home, a business, or decision-making for a company, it’s important to start from a shared place so you can arrive at the right answers.

You can read the report here


We always appreciate feedback, so please feel free to send us any comments or questions at – we benefit from your constructive feedback as much as your compliments.

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.