This Week’s Roller Coaster Equity Ride

Jan 19, 2022

Market Updates

  • Are you ready for the most interesting investment year since 2009?
  • Are you ready for three or more interest rate hikes driving bonds down for the year?
  • Are you ready for 10% or 20% market corrections, maybe even more than once in 2022?
  • Are you ready for the Growth Sector of the economy to struggle a bit?
  • Are you ready for the Real Estate Market to finally go from a seller’s market to a buyer’s market, which hasn’t happened in more than a decade? Meaning pressure on today’s home values?

Well…get ready, folks! Here it comes!

Technology

The Tech Sector has been dropping since October except for a few companies. We are counting on this sector to bounce back after earnings come out next week. That is until investors get nervous about interest rate hikes putting downward pressure on this growth aspect of the economy.

This is now a Tech correction. Some companies are down 10% and others are even down 30%.

Panic? Absolutely not.

This represents a buying opportunity for those who have a long-term view of the markets and their retirement.

Interest Rate Hikes

With at least three interest rates coming from the Federal Reserve, expect corporate bonds, Treasury bills, and Treasury bonds to go down significantly.

I would not invest at all this these sectors.

These interest rate hikes will also negatively affect the mortgage industry, putting downward pressure on home prices and scaring away buyers.

The Crypto Market is probably in a bubble and ripe for a correction.

Let’s not forget to strategize.

Don’t let all the negative news scare you away. These are the times when smart investors re-think their “risk profile” and invest for the future, keeping in mind the opportunities available.

There are always opportunities available!

Even during the Great Depression in 1929 fortunes were made in real estate. Those with assets took advantage of the economy and purchased vast swaths of urban centers.

I recommend if you have not had a Zoom meeting with me to begin 2022 right, let’s do this soon. Let’s review your profile. Let’s make sure you understand our methodology.

Most importantly, let’s make sure you are comfortable with this zig-zag economy and equity markets.

You can reach me at 925-314-8503 or [email protected].

Make sure you are looking at our emails and taking note of our upcoming events. If for any reason you are not receiving our bi-weekly newsletters and invitations, please let me know.

Despite the headlines, I am looking forward to a very good 2022.

All my best,

Elliot

This is an important time to review your portfolio.

If you have any questions or know someone who could use my services, I’m only a phone call or email away.

Get in touch to start the conversation today.

All my best,

Elliot Kallen

(925) 314-8503

[email protected]

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At Prosperity Financial Group, we understand that investment strategies are unique to each individual—and that If It’s Money, It’s Personal™.

When creating your custom investment plan, your Fiduciary Wealth Manager will take your unique circumstances and needs into consideration.

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DISCLAIMER: Prosperity Financial Group and Meet the Expert® with Elliot Kallen do not make specific investment recommendations on Meet the Expert® with Elliot Kallen or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of the Meet the Expert® with Elliot Kallen guests, and not necessarily of Elliot Kallen or Prosperity Financial Group.

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