We have been hosting a virtual town hall every month and started recording them so that anyone can watch and find out what we are talking to our clients about.
In this video, we put 2022 in the rear-view mirror and relayed the major index returns. We discussed the recent CPI reports (again) and recent economic reports. Our education segment revolved around what "Value" vs "Growth" stock is and "Active" vs "Passive" managed funds are. Cameron provided us some insight on why we should "just keep buying" and we wrapped up by answering some questions around what a recession might actually look like if we enter one and how long it might take for the markets to recover from where they are now.
Our Most Recent Town Hall
Archived Town Halls
December 2022 - White Hawk Town Hall
In this video, we provided a brief market update along with an outlook on inflation, the Federal Reserve, and a potential recession. We discussed the recent CPI reports, the Fed decision and dialogue, and some housing numbers from Zillow. We also talked about actions that you can take to create wealth in the New Year. Lastly, we provided some facts around Social Security income benefits that you might not have already known.
November 2022 - White Hawk Town Hall
In this video, we provided a brief market update along with an outlook on inflation, the Federal Reserve, and a potential recession. We also talked about year-end actions that you can take to create wealth. Lastly, we spent time on what tax-loss harvesting is and how you can take advantage of depreciated assets right now.