Avantax Market Update - February 2023
Posted by Jeffrey Budzinski on February 15, 2023
In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts to a discussion on the Federal Reserve, earnings, the economy and the debt ceiling.
- Update on Market Returns
- Sector Performance
- Rate Hikes
- 4th Quarter Earnings
- Inventory Accumulation
- National Debt Limit
- Drivers of Market Performance
Watch the February 2023 Market Update on YouTube.
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Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors.