Market Update Q1 2023

March 30, 2023

It's been an interesting start to the year to say the least. Certain areas are performing better than expected, where others are not. Some weeks the market can leave you scratching your head, but we still feel confident that there are opportunities to be found as the year progresses!

Check out the latest iteration of our Strategic Investment Process below. In it you will find an overview of the performance of various asset classes, including equities, bonds, and alternative investments, and how they have fared in relation to each other. You will see highlights on how areas such as interest rate hikes, banking fumbles, the housing market, and more have impacted the current market and are driving economic decisions going forward.

As always, our aim is to provide insight into our thoughts, the data available, and how these pair together to impact decisions regarding our investment management process. We feel that a key component of our role in your financial livelihood is to provide education as to why we do things the way we do and deliver clear communication as to how that impacts you. Most importantly, we want you to know that we are here, we are aware, and we care.

Market Update Q1 2023