Market Update

Example of an Equity Allocation
As of March 2023 | |||
Equity Type | Normal | Tactical | Relative |
U.S. Large Companies | 52.50 | 51.30 | -1.20 |
U.S. Small Companies | 13.50 | 14.30 | 0.80 |
International Large Co. | 21.00 | 19.40 | -1.60 |
International Small Co. | 4.00 | 4.10 | 0.10 |
Emerging Markets | 4.00 | 5.90 | 1.90 |
Real Assets Equities | 5.00 | 5.00 | 0.00 |
In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.

Example of a Bond/Loan Allocation
As of March 2023 | |||
Bonds/Loan Type | Normal | Tactical | Relative |
U.S. Corp. Quality | 55 | 51.3 | -3.70 |
International Quality | 15 | 14.3 | -0.70 |
U.S. Treasury | 10 | 10.5 | 0.50 |
Global High Yield | 7 | 9.3 | 2.30 |
Floating Rate Loans | 3 | 4.3 | 1.30 |
Emerging Markets | 10 | 10.5 | 0.50 |
In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.
The resources listed below are valuable third-party sources for monitoring market conditions. As a result, their information may not necessarily represent our firm and any of the companies we represent beliefs. This resource is for educational purposes only and are not recommendations.
- CNR Speedometers℠ Forward-Looking Three to Six Months (City National Rochdale)
- JP Morgan's Guide to the Markets
- Brian Wesbury - The Antidote to Conventional Wisdom
- WSJ's P/Es & Yields on Major Indexes
- US Stocks Performance
- World Stock Market Performance
- Bank CDs and Money Market Rates and Treasuries
- Bond Rates
- Mortgage Rates & Trends
- Mortgage Rate Predictions
- Additional Resources (Historical impact of inflation, war, or rising rates on the market)
PAST MARKET UPDATES

Market Perspectives Update
November 23th 2022 - It’s only been one month, but the consumer inflation surprise is encouraging. October consumer prices rose less than forecasted, pushing the annual rates down for both headline and core measures considerably from the previous month. Learn more in this months' Market Perspectives, featuring Charles Boettcher, Managing Director and Senior Portfolio Manager.
Past Messages of Market News You Can Use

Market News You Can Use
Watch our Sept. 16 2022 Video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember successful investing is goal-focused and plan-driven, not market-driven.
Sources:

June 7th 2022
Watch our June 7th video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember all successful investing is goal-focused and planning-driven. All failed investing is market-focused and current-outlook-driven.
Sources:
- Has CNR’s Outlook for Stocks Changed?
- How long do recessions and bear markets last?
- Midterm Election Year Intra-Year Pullbacks
- How to Talk to Your Clients About Market Declines (Page 14)?
- What Happens When You Fail at Market Timing?
- Understand Market Volatility
- JP Morgan's Guide to the Market (June 5th 2022 - Pages: 13, 17, 25, 32, 41, 49, 53)
- Will the Stock Market Crash in 2022? (Dave Ramsey)
Video Times & Topics: 00:00 Are we at the bottom? 02:09 How long do recessions and bear markets last? 03:15 What's the typical one year comeback from the midterm election year pullback? 04:50 What happens when you fail at market timing? 09:09 What are the areas of opportunity, strategies, and solutions you should be considering?