2023 State of the Markets Presentation

2023 State of the Markets Presentation

January 17, 2023
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Please join me, Brent Foster, CEO of Northbound Wealth for a comprehensive review of market activity in 2022 and a look at what may happen in 2023.

Agenda

1. Examine 2022 year-end results

2. Analyze key economic indicators

3. Identify critical headwinds & tailwinds

4. Discuss targeted forecasts

5. Examine the impact of Fed policy

To learn more check out the The Northbound Wealth Podcast with host Brent Foster. Updated weekly on Apple, Spotify, or whereever you listen to podcasts. Brent dives into markets, investing, and personal finance in an easy-to-understand, educational style.


Disclosure:

Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this commentary has been obtained from sources that are reliable. This presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The indexes mentioned in this seminar are unmanaged and not available for direct investment. Past performance is no guarantee of future results. All investments include the risk of loss. These views should not be construed as investment advice. Neither the named representative, nor the named Registered Investment Professional, gives tax or legal advice.

All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial professional for further information. Northbound Wealth does not provide tax or legal advice; consult your tax or legal professional regarding your situation.

Securities and advisory services are offered through Charles Schwab & Co., member FINRA, SIPC, and Northbound Wealth Management LLC DBA Northbound Wealth. Northbound Wealth and Charles Schwab & Co. are separate companies. Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Schwab, affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal located on this site and through our mobile applications on all Apple & Android devices.