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Monthly Market Monologue - December 2022 Thumbnail

Monthly Market Monologue - December 2022

Investing Insights

In this edition of our Monthly Market Monologue, we review the year-to-date returns for both stocks and bonds as well as the traditional 60/40 portfolio. And 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’ve also been talking a lot about how challenging mid-term election years tend to be. Today we review the historical precedent for the year after a mid-term election year … and that data is encouraging. 

Finally, we review the recent rally. Specifically, we look at the participation in the current rally. Does the participation give us confidence that this rally can continue?


#recession #bearmarket #stockmarket #federalreserve #midterm

This information is intended to be educational.   Hicks & Associates Wealth Management does not provide tax or legal advice. You should consult with a qualified tax, legal or financial professional before making any decisions.
Investment advisory services are offered through WealthShield Partners, LLC (“WSP”), an investment adviser registered with the Securities and Exchange Commission, doing business as Hicks & Associates Wealth Management. Registration as an investment adviser does not imply a certain level of skill or training. More information about WSP can be found in Form ADV Part 2 or Form CRS which are available upon request.
Past performance is no guarantee of future returns. WealthShield Partners, LLC reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The visuals shown are for illustrative purposes only and do not guarantee success or certain level of performance. This material contains projections, forecasts, estimates, beliefs and similar information (“forward looking information”). Forward looking information is subject to inherent uncertainties and qualifications and is based on numerous assumptions, in each case whether or not identified herein.
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