Category: Investment Webinars

John Goltermann, CFA, CGMA, talks about Q1 investment markets, the opportunity set and the important factors at work. 2023 was an unusual year, and John explains the price action in stocks and bonds, what was behind it, and what to look out for going into next year.

As the job market has cooled, Covid-era savings have run down, inflation remains elevated and a hot war has begun in the Middle East. Investors are naturally concerned with what the future might have in store for them — especially after a year when only a handful of popular investments have traded significantly higher. In this presentation, our chief investment officer, John Goltermann, CFA, CGMA takes us through some of the important factors at work that will likely affect returns going forward, and tries to distill it down to reasonable positioning for today’s challenges. While many advisory firms get caught up in trying to beat the S&P 500, we focus on preserving our clients’ capital and purchasing power as market prices adjust to higher interest rates and an increasing risk environment with many crosscurrents.

John provides updates on the market for May 2023.