Review of 2022 Investment Climate – Insights for 2023

After years of focused financial planning, 2022 (and the previous few years) may feel like it’s upended your financial future.

Although 2022 gave us unwelcome results, weathering these market storms does take some dedicated resolve to stay on course to meet your long-term financial goals.

So, with this new year upon us, let’s round up some of the best blogs from 2022 to help support your 2023 financial planning decisions.

Wrapping Your Head Around Volatile Financial Markets and Maintaining Focus

Understanding Inflation, Interest Rates, and Market Reaction

Takeaway: Stop over-reacting to market headlines and trust market resiliency.

This Is Your Investment Brain on Pessimism

Takeaway: Counteract the current excess of gloom and doom, remain optimistic because the future looks bright.

Financial Decisions Impact on Your Personal and Business Financial Goals

Opportunity Cost Impact of Your Daily Financial Decisions on Your Retirement Plans

Takeaway: It’s never too late to make better financial decisions to secure financial comfort in your retirement.

Financial Planning for Business Owners: Tax Planning Strategies for Personal and Small Business Investments

Takeaway: Your personal resolve may be your biggest investment rock for business owners – an underappreciated influence on all things financial in your business.

Making Smart Choices with Excess Cash

What Should I Do with My Tax Refund?

Takeaway: It’s important to find a balance that takes into account today’s financial wants and needs as well as considering the impact on your retirement and future.

Take on 2023 with Financial Focus and Insight

These 2022 blogs provide some great investing and financial planning insight for facing 2023. Don’t miss the opportunity to dig deep into my wealth management blogs even further in the past. They will serve your well in 2023.

If you are reading my blogs and feel that I could help with your wealth management plan, reach out.