Jan 10, 2023
2023 is finally here…and we have some important things to reflect on.
2022 was a year full of negative performance in many markets, but it just goes to show that you must keep your eye on relative performance in a year as volatile as 2022.
In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team to discuss some key takeaways from 2022 that you can carry with you into the New Year.
Listen in to hear their annual market recap for 2022 – highlighting some broad market indicators, surprises we encountered, and the biggest lessons we can carry into 2023. They talk about why it’s important to know what stocks you own, how to decide whether to keep your cash or invest it, and what they’re specifically watching in 2023. They also share their opinion on why you might want to rethink ESG investing strategies.
Thank you to everyone who tuned into Off the Wall in 2022! We can’t wait to continue in 2023. If you have an idea for an episode or a guest you’d like us to bring on, email us at info@monumentwm.com. Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
Episode
Timeline/Key Highlights:
[00:50] Introducing the topic of today’s episode.
[01:38] Broad Market Indicators for 2022
[04:28] What performed well in 2022?
[05:45] What equity markets did and didn’t perform well in 2022?
[10:34] Why public non-traded REITS are a bright spot of 2022.
[11:51] The biggest economic surprises of 2022.
[18:32] Positive takeaways from 2022 you can take into the New Year.
[28:29] What we’re watching in 2023: Growth stocks, commodities, non-US stocks, and more!
[30:00] Here’s another way to “file this away” for another time…
[32:09] 2023 Predictions + Will inflation surge higher in 2023 or have we hit peak inflation?
Resources Mentioned:
Here’s (Almost) Everything Wall Street Expects in 2022: https://bloom.bg/3Xj69IM
Here’s (Almost) Everything Wall Street Expects in 2023: https://bit.ly/3VYppdv
Connect with
Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
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About “Off the Wall”:
Off the Wall is a podcast aimed at helping you answer the questions: What is the point of my wealth, and what actions can I take to accomplish that purpose? Your answers to those questions will be different from everyone else’s. As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions.
Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.