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At CWP, we’re proponents of exercising our brains and bodies, which is why we’re introducing our walk and learn series. We encourage you to put in your headphones and enjoy a walk while you listen to our 9-minute summary of what happened in the markets during the last quarter of 2022 and what it might mean for 2023. Throughout, we’ll reference a few graphics to help explain what we’re talking about. You can find those graphics in all their line and bar-chart glory (as well as with an opportunity to read along with the written commentary) by clicking here. Want to learn more about the markets in 2022 and the lessons we can learn? Check out this story: 5 Lessons From an Awful Year for Financial Markets.



Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. However, as long-term investors we believe it is important to note that any single period (especially a period as short as a quarter) can be skewed or limited in informational value and stress the importance of the longer-term perspective on portfolio positions. 

Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results. All allocations and opinions expressed are as of the date of this presentation and subject to change. The information contained herein does not constitute investment advice or a solicitation. Information obtained from 3rd parties is believed to be accurate, but has not been independently verified.