What a Challenging Investment Experience Can Teach Us, Ep #183 - a podcast by Chad Smith, CFP® and Mike Eklund, CFP®

In today’s video, we discuss several questions of what we can learn from last year’s investing experience and what we could expect for 2023.

• Why 2022 was a challenging year in stock and bond markets?
• What was historic about the year for bond returns?
• Could there be a silver lining for stock returns?
• How do markets react in the years after a down year in stocks?
• The range of emotions when holding a diversified portfolio
• Why you’ll always hate something in your portfolio
• Which 7 stocks held back the S&P 500 in 2022?
• When does a growth stock become a value stock?
• What 6 different “expert” companies are predicting for returns over the next 10 years?
• Why does having an investment plan informed by a financial plan matter?
• Do you have a monitoring process to know when or when not to act with your portfolio?

Listen in to see how lessons from last year can help you move forward with confidence. 

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