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Perspectives for 2022: Thoughts on the Year Ahead Thumbnail

Perspectives for 2022: Thoughts on the Year Ahead

Over the last two years, we have seen the market experience record breaking highs and lows. What can we expect for 2022?

Geopolitical conflict and the recent invasion of Ukraine tells us that 2022 will continue bringing us market changing events. Please be assured that we are watching the political climate closely. No matter what the situation is, we continue to encourage our clients to stay calm. As evidence-driven planners, we use historical data to gain a perspective on what the market could do in the following weeks, months and years.

Watch the replay of our latest webcast where three of my Buckingham colleagues – Chief Planning Officer Jeffrey Levine, Chief Investment Officer Jared Kizer, and Wealth Advisor Susan Strasbaugh – each bring their own unique perspectives on what to watch in the upcoming year, including the potential impact from the events in Ukraine that will impact the market.

We delve into:

  • Inflation
  • Interest rates
  • Market volatility
  • Planning for allocations
  • The potential for broad tax reform in 2022
  • Where the market is heading
  • IRA contributions and backdoor Roth strategies
  • The implications of upcoming legislation and political unrest

The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with a competent financial planning about developing a risk-tolerant plan and sticking to it - while, as I like to say, controlling the “controllables.”

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).      

Recorded February 23rd, 2022.

This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. 

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Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.