Mid-Quarter Roundtable: Q1 - Two Steps Forward and One Step Back

With a recap from Mid-November to Mid-February, it’s good to see numbers in the green as our Strong Valley advisor team discusses stock performance and bonds.

00:00 Start
00:30 Market Recap Nov. thru Feb.
04:14 Inflation Update
07:55 Interest Rates Update
09:26 Car Loan & Mortgage Rates
10:44 Soft Landing explanation
11:11 Market Forecasting Fed Rates
12:46 Gov't Spending - Easy Cash, Easy Money
13:45 Money Market Investments
15:00 Treasury Sweet Spot
15:40 Benefits of Raising Rates
17:27 Feds in the 10 or 30 yr Bond Space
18:23 Liquid Money Markets vs Locking It Up
19:12 Leading Indicator Advice
20:56 New Defined Contributions Plan Limits
24:19 Roth IRA Updates
26:30 Bank Depositor Relationship vs Custodial
34:51 What's Up with the Recession?
41:44 Predictions for 2023
44:20 Market Volatility (VIX)
50:10 Risk Tolerance Tools that Can Help

If you have questions for the Strong Valley team, check out strongvalley.com and use the Contact form to submit your questions.
You can stay up-to-date with the quarterly updates by following us at strongvalley.com/podcast, or by subscribing to the Strong Valley podcast on iTunes.

DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.

Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources.

The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks.

The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts.

The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance

The Consumer Price Indexes (CPI) program produces monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services (Source: U.S. Department of Labor).

Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of the fund shares is not guaranteed and will fluctuate.

The Gross Domestic Product (GDP) is a comprehensive measure of U.S. economic activity. GDP measures the value of the final goods and services produced in the United States (without double counting the intermediate goods and services used up to produce them). Changes in GDP are the most popular indicator of the nation's overall economic health

The Chicago Board Options Exchange OEX Volatility (VIX) Index reflects a market estimate of future volatility, based on the weighted average of the implied volatilities of 8 OEX calls & puts the nearest in & out of the money call & put options from the 1st and 2nd month expirations.