The Financial Quarterly

Key Takeaways for Savvy Investors

You might have seen the headlines clamoring that stocks and bonds had their worst quarter in years.

But they don't paint the whole picture. They're just trying to grab your attention.

It's easy to focus on the negative when the future looks uncertain and grim. Humans are wired that way.

We tend to skip right over the positive news and focus on the negative.

I don't have a crystal ball to be able to tell you what the economy or markets will do next.

I can't tell you whether we're in a recession yet or whether one is coming.

I can tell you that we have a resilient economy, the jobs market still looks healthy, and investors are poised for optimism if inflation and interest rate hikes stabilize.

I can also tell you that the last quarter of the year has historically been a strong period for stocks.⁶

The bottom line is this: we can't control the macro environment. But we can control our own actions and reactions. We can approach an uncertain future with prudence, flexibility, and wisdom.

Looking ahead, we're expecting significant volatility through the rest of the year as investors digest inflation and economic data, Federal Reserve moves, and midterm elections in November.

I’m watching, I’m judging the conditions, and I’ll be in touch with changes

Questions? Please reach out. I'd be happy to chat.