2023 Moore County Economic Forum
This is the recording of the 2023 Economic Forum for the Moore County Chamber of Commerce, presented by Hicks & Associates Wealth Management.
This is the recording of the 2023 Economic Forum for the Moore County Chamber of Commerce, presented by Hicks & Associates Wealth Management.
We review 2022. We also discuss what typically happens after a mid-term election year. In addition, we take a look at what history can tell us about the years after such a negative year. Finally, we wrap by discussing some exciting upgrades to our client experience.
President Biden is expected to sign a spending bill that will make big changes to many retirement plan rules, including RMD rules and contribution limits.
Given the market’s improvement over the last ~45 days, we check back on our proprietary indicator, the Vertical Speed Indicator, to see if it has flipped back to a Buy Signal. We also look at the recent rally to determine if the participation can give us confidence that it can continue?
In today's video, we discuss tax loss harvesting and why we think it is a bit silly.
In this installment of our Monthly Market Monologue, we discuss the strong month of October and what that means for the broad market overall. We also discuss the seasonally strong portion of the calendar that we are now entering.