My late-Fall 2022 Quarterly Update coving market commentary, personal updates, and some links.
WMS Updates/Market Commentary
A few weeks ago, I was in National Harbor (outside of Washington, DC) for our broker-dealer’s annual conference at the MGM Hotel and Casino. We had all of our team members in attendance. It was a good few days of networking with other advisors, speaking to investment and financial planning professionals, and others. It’s always good to spend time in person instead of the usual emails and phone calls.
Back at the office, we’re now focused on year-end planning for most clients and wrapping up a few projects. We’ve also started to map out several of our firm goals for next year.
I did want to share with you the attached summary that I put together for clients a few weeks ago. It’s a quick summary of what we’ve seen in the markets so far this year.
Personal Updates
We’ve moved and settled into our new house here in Charlotte. We were able to get in a few weekend trips before the baby arrives in a few weeks (if she doesn’t come early….). I’ve included some pics below.
Links, Articles, Miscellaneous
A few articles that I’ve enjoyed recently.
- Restaurant Reservation Culture Is Out of Control (Bon Appetit)
- Their Dad Was Like a Brother: Now Pacman Jones is Family (NYT)
- IRA Mistakes to Avoid (Morningstar)
- A 5-Step Checklist for Handling Air Travel Woes on the Go (NYT)
- Starbucks Is Rethinking Almost Everything, Including How to Make Frappuccinos (WSJ)
- 100 Tips for a Better Life (lesswrong.com)
- A History of Family Offices (Manual)
Happy Thanksgiving to all!
Tom
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* This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the readers as research or investment advice nor should it be construed as a recommendation to hold, purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. Performance of an index is not illustrative of any particular investment and performance figures quoted are historical. It is not possible to invest directly in an index.