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2023 Mid-Year Investment Outlook

By Kevin Swanson, CFP®


The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial experts are still warning of an imminent recession. 

So, what’s the story — are we on the brink of a recession or not? Unfortunately, we’ll have to wait several more months to find out, as it takes time for the economy to fully respond to the Federal Reserve’s interest rate increases.

In the meantime, let’s take a look at what we do know. On the positive side, unemployment remains low at around 3.6%, the Fed’s rate increases have begun to curb inflation, the technology sector has recovered, and consumer spending remains strong. Yet, at the same time, consumers continue to feel the negative effects of inflation in their wallets, the housing market has cooled, the Fed has raised interest rates 11 times since March of 2022, the Russia-Ukraine war continues on, and the national deficit looms large.

During our 2023 Mid-Year Investment Outlook, we discussed these issues and more with special guest Josh Feuerman, Global Market Strategist for J.P. Morgan Asset Management. In the 38-minute webinar, Josh discusses various topics: 

As we move through the second half of 2023, rest assured that your advisors at Potentia Wealth are continually seeking opportunities to help you benefit from the latest economic conditions.

Investment advice is offered through Strategic Wealth Advisors Group, LLC., a registered investment advisor. Strategic Wealth Advisors Group, LLC., Potentia, and Potentia Wealth are separate entities.

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.