$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

$1B St. Louis private bank veterans leave large bank to join Private Wealth Asset Management. Learn more here →
private wealth
Contact Us
  • Investment Commentary

January 31, 2023 – Market Insights

January market insights

January has come and gone, and February isn’t far behind. So what has 2023 brought for investors so far, and what learnings can we apply to what’s ahead? This month’s Market Insights report from our partners at Fiducient Advisors shows the beginnings of a market rebound after years of pandemic-driven uncertainty. Here’s what you can expect in the report:

  • The latest U.S. numbers in economic growth, unemployment rate, inflation, and key economic indicators 
  • Fixed income performance through the end of January, including bond yields, corporate bond spreads, and a favorable long-term return outlook for fixed income
  • Domestic equity returns and a historical analysis of market volatility’s effects on returns
  • Equity performance in the international markets, including currency comparisons against the U.S. dollar
  • The latest numbers on real asset performance in sectors like oil and gold

Download your copy of the Market Insights report here.  

Investment Advisory Services offered through Private Wealth Asset Management, 411 6th Avenue SE, Suite 360, Cedar Rapids, IA 52401. 888-611-7926. This report is being provided for informational purposes only and should not be used as the sole basis for financial decisions, nor be construed as investment advice designed to meet the particular needs of an individual’s situation. Contact your investment advisor to discuss your specific goals and objectives.

Related Content

Newsletter

Expert insights delivered straight to your inbox.

We write to our friends and family every few weeks or so with big news, big ideas, and big updates. Sign up now and get the inside track.

wealth planning
hanging with grandson

Investment Advisory Services offered through Private Wealth Asset Management
411 6th Ave. SE, Suite 360, Cedar Rapids, IA 52401
www.privatewealth.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

1This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

2Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

3Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

4There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

5Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

© 2023 Private Wealth. All rights reserved. Sitemap.