A shortened recap video is available below, along with the full-length version for those wanting further context.

This Quarterly Market Update was recorded on January 17th, 2023 with Jason and Ezra.

Quarterly Market Update Full Version
(minutes: seconds ... chapter details)

00:00 … Welcome, Disclosure, Agenda

02:30 … SECURE Act 2.0

04:53 … Overview of Topics

05:33 … 4th Quarter Performance

06:03 … 2022 Market Performance

07:14 … Stock & Bond Historic Returns

08:26 … Fed Funds Rate & Expectations

10:30 … Treasuries & Fixed Income

12:36 … International & US Dollar

17:11 … Consumer Sentiment

20:16 … CPI & Inflation

24:16 … Expansion & Contraction

26:08 … Interest on U.S. Debt

32:29 … After a Decline

35:00 … Thoughts on REITs

38:04 … Labor, Inflation & the Fed

41:47 … i-Bonds

43:50 … Small & Value Historic Stock Returns

49:02 … Thank You

Note: Q&A interactivity is unavailable on replay. Contact us directly with questions and comments.

Slides discussed in the Recap Replay.

V23020972 & V23018968