A few weeks back I sat down with Bank of America’s quantitative and equity strategist Savita Subramanian and fellow financial advisor Georgia Lee Hussey to talk about how investors can protect themselves and find opportunity in 2023. There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that made for an unpleasant 2022 are not going to fade away just because the calendar turns over.
But there’s also a lot to like about the current environment if your time horizon extends beyond the next few months and quarters. Taking risk is how you earn reward, you can’t do the second thing without doing the first.
If you happen to walk past a newsstand, grab the issue with J-Pow on the cover and check us out! Thanks Fortune!
And, of course, if you’d like a portfolio consultation or to talk with one of our financial planners, hit the link and tell us what’s going on. You’re not alone. There are answers to your questions: