In this Monthly Market Monologue, we review 2022. In particular, we begin to examine just how difficult of a year it was. We know it was a difficult environment here in the United States, but what about the rest of the world?
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. There's also been changes to the Required Minimum Distribution rules as a result of the recent law change. We review the updated rule.
Finally, we wrap by discussing some exciting upgrades to our client experience.
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