Santa Rally or Time to Get Defensive? Can the economy hold up with Brent oil prices at $95/barrel? The S&P500® is up 11.8% on the year – making back some of the -19.33% losses of 2022. However, the market trend over the past two months has been negative, with stocks shedding -6.9%. Long-term bonds lost even more than stocks last year, with -26% returns, and continue to be problematic with elevated credit and duration risk.Will there be a Santa Rally, or will the stock slide continue? How do we protect our wealth when bonds can lose principal and be illiquid? Learn why Apple’s choices may be the determining factor in the Santa Rally, and why getting a decent yield on the safe side of our wealth plan without the risk is so tricky.Join us at our next Financial Freedom Retreat online Oct. 7-9, 2023. Learn the life math we all should have received in high school. Save thousands annually with smarter big-ticket budgeting choices. Protect your wealth. Earn money while you sleep. Green your portfolio! Email info@NataliePace.com to learn more.
