Q3 Market Review: A Long-Term Lens on Short-Term Events

Another quarter has come to an end as we head to finish out the rest of 2023. As always, we review the market changes that have occurred, knowing that there will be positive and negative events. At 49 Financial, our planning process focuses on our client’s long-term financial plans, which are tailored to their individual goals and circumstances. While every client is unique, it is helpful to review how current markets may be affecting different clients.

During the past quarter, the US equity market had negative returns and didn’t perform as well as emerging markets or non-US developed markets. We also saw interest rates for all bond maturities in the US Treasury market increase. The first half of 2023 marks the tenth time since 1926 that value stocks have underperformed growth stocks by more than 20 percentage points over a two-quarter period. These events are each significant and will affect clients differently, depending on factors such as age, progress towards goals and other considerations.*

Market changes can raise questions about your finances, including investments, retirement, tax planning, and more. We’ve created a Q3 Market Review resource that covers various categories. The text is simple, direct, and organized logically to ensure clarity. The resource includes the following and more:

  • Market Summary
  • US Stocks
  • Emerging Market Stocks
  • Fixed Income
  • Quarterly Topic

 

What Now?

Our goal is to provide our clients with the necessary information and knowledge to make informed decisions about their long-term financial plan, tailored to their unique situation. At the same time, we want them to feel comfortable trusting their team to manage the plan and help them achieve their financial goals.

Download our Q3 Market Review below for updates on the market from the third quarter. Want to talk through this resource with someone? Connect with an advisor by clicking here to start a conversation!

*See the resource below for source information.

Download Q3 Market Review

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. 

 

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

 

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