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Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10

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Manage episode 380409739 series 3415830
Content provided by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.
We will discuss...
👉 Why haven't higher rates caused the economy to slow more?
👉 What might come next for interest rates?
👉 Is now a good time to consider adding fixed income to portfolios?
For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast
To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

Chapters

1. Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10 (00:00:00)

2. 2023 Market Recap and Outlook (00:00:07)

3. 3 Key Themes on The Mind of Investors Today (00:03:24)

4. Why haven't higher rates caused the economy to slow more? (00:04:30)

5. What might come next for interest rates? (00:08:33)

6. Is now a good time to consider adding fixed income to portfolios? (00:15:09)

21 episodes

Artwork
iconShare
 
Manage episode 380409739 series 3415830
Content provided by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.
We will discuss...
👉 Why haven't higher rates caused the economy to slow more?
👉 What might come next for interest rates?
👉 Is now a good time to consider adding fixed income to portfolios?
For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast
To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

Chapters

1. Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10 (00:00:00)

2. 2023 Market Recap and Outlook (00:00:07)

3. 3 Key Themes on The Mind of Investors Today (00:03:24)

4. Why haven't higher rates caused the economy to slow more? (00:04:30)

5. What might come next for interest rates? (00:08:33)

6. Is now a good time to consider adding fixed income to portfolios? (00:15:09)

21 episodes

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