Market Commentary: Q3 2023

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After an impressive start to the year, we saw a downturn in stock performance during the months of August and September.  While this period may have been disappointing for investors, recent economic reports seem to display that the economy has shown some promise, which may lead to a year-end rally. As we step into the…

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Will Inflation Hurt Stock Returns? Not Necessarily.

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Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns. While 2022 saw high inflation…

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Let the Compounding Commence!

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Every year, families and friends celebrate students who are graduating from colleges and universities. Parents beam with pride at their children’s accomplishments and exhale in relief now that the tuition bills have finally stopped. It’s a time when adults give a lot of advice, which is why we have one simple idea we want to pass…

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When Headlines Worry You, Bank on Investment Principles

On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for…

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401(k) and IRA Contribution Limits for 2023

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The IRS has announced the contribution limits for 401(k)s and IRAs for the year 2023.  These limits can greatly affect how much you can save for your retirement and the tax benefits you can receive. 401(k) contribution limits for 2023 For 2023, the annual contribution limit for 401(k)s, 403(b)s, most 457 plans, and Thrift Savings…

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Pursuing a Better Investment Experience

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely have questions regarding how to improve your odds of investing success. Petersen Hastings is here to help. Learn more about the 10 key principles, using data and reasoning, that may help improve your odds of…

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Have the Tech Giants Been DeFAANGed?

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Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit 1). Four of the five stocks lagged the broad US market through May 5, with Amazon, Facebook (now known as Meta), and Netflix suffering big-time losses. The group collectively underperformed the Russell 3000…

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