Feb 2, 2023

2022 Annual Market Summary and Outlook

The market had a banner year in 2021, with the S&P 500 Index advancing over 25%, according to data from the St. Louis Federal Reserve. But tailwinds that fueled gains shifted dramatically in 2022; overall it was a tough year for investors. No longer were the economic fundamentals favorable. For stocks and bonds, 2022 was a year of survival. The S&P 500 index fell 18.1% for the year, the 3rd worst year for the S&P going back to 1980. Average bond investors did not fare much better, as the U.S. Aggregate Bond Index lost 13.1%. Going back to 1976, this is the worst return for the Aggregate Bond Index and only the 5th negative annual return over that period. The next closest was a -3% loss in 1994… to read more click HERE

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Indices are unmanaged and do not incur fees, one cannot directly invest in an index. You should consult your tax professional regarding your individual circumstances. This information is provided by Financial Jumble, LLC. Financial Jumble, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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