Q3 2022 Market Recap

This quarter has been disappointing for investors, and volatility has continued. US small-cap, large-cap, and international stocks all declined. Bonds also went down. The rising interest rate environment that began when the calendar flipped from 2021 to 2022 continues to be the main driver of economic and financial markets.

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Understanding Inherited IRAs

The rules around Inherited IRAs changed in 2019 with the passage of the Secure Act. Regulations released in 2022 outline the process, and the choices a beneficiary has are now a little more complex. I hope this will help you determine what rules apply to your situation, and decide the best choice for you.

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September ’22 Market Update

Financial markets declined in September. Bonds lost the least, followed by US large-cap stocks. US small-cap stocks and International stocks fared the worst. The same is true for the year to date.

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