Financial Planning Focus Newsletter

Investment Management Letter

Investment Management - Fourth Quarter 2023

Are You Not Entertained? During the last two years, financial markets have taken investors on a wild ride. In 2022, central banks were heavily criticized for being late to act as inflation rates soared to levels not experienced in 40 years.
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Special Releases

Special Release - Debt Ceiling Theatrics

Tanya B. Carson, CFA ยป
The main concern for markets in the coming weeks is negotiations on the debt ceiling. Recently, Treasury Secretary Janet Yellen raised the stakes when she moved up her estimate of a possible default to June 1 st . As that date approaches, investors are becoming increasingly concerned with the debt ceiling debate, and the ramifications should the U.S. government be in default.
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