2022 Year in Review

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Market volatility became the norm in 2022. In this episode, we will be discussing the ups and downs of the last year, from volatility to celebrity news.

Here’s some of what we discuss in this episode:

  • Current inflation and the outlook for next year. [5:19]
  • Examples of volatility throughout this last year. [14:47]
  • Big events/drama that happened in 2022. [20:34]

If you want to discuss your investment strategy or have someone give your portfolio a second opinion, please reach out and we’ll set up a time to talk.

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ABOUT YOUR HOST...

Donald W. Cash – CPA, CFP®, is an independent advisor. After graduating from Rutgers University, he began his career in 1985 as an accountant. In 1990, he entered the field of Estate Planning, concentrating on long-term care planning. Don has been advising clients in the baby boomer and retirement market for 20 years. He has helped over 1,000 families with their planning needs.

Don advocates for a holistic approach to Estate and Financial Planning and has relationships with other professionals including Attorneys, CPA’s, Mortgage Specialists, Insurance Specialists and Asset Managers.

He is married to Cathy and they have 4 children, Carly, DJ, Nick and Tori. They live in Freehold, NJ.

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WAYS TO CONTACT

(732) 784-2867

don@donaldcash.com