Market Update Example of an Equity Allocation As of March 2023Equity TypeNormalTacticalRelativeU.S. Large Companies52.5051.30-1.20U.S. Small Companies13.5014.300.80International Large Co. 21.0019.40-1.60International Small Co. 4.004.100.10Emerging Markets 4.005.901.90Real Assets Equities 5.005.000.00In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations. Learn more About Attraction Levels Example of a Bond/Loan Allocation As of March 2023Bonds/Loan TypeNormalTacticalRelativeU.S. Corp. Quality5551.3-3.70International Quality1514.3-0.70U.S. Treasury 1010.50.50Global High Yield79.32.30Floating Rate Loans 34.31.30Emerging Markets 1010.50.50In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations. JP Morgan's Alternative View 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 MarketsBrian Wesbury - The Antidote to Conventional WisdomWSJ's P/Es & Yields on Major IndexesUS Stocks PerformanceWorld Stock Market PerformanceBank CDs and Money Market Rates and TreasuriesBond RatesMortgage Rates & TrendsMortgage Rate PredictionsAdditional 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. Watch Video 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:JP Morgan's Daily Guide to the Markets (Sept. 16th 2022) - Pages: 1, 45, 41, 39, 49, 47, 6, 5, 13, 25, 27, 28, 31, 16, 43Empower - The US may Be headed for recessionAmerican Funds' Guide to Recessions Watch 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 PullbacksHow to Talk to Your Clients About Market Declines (Page 14)?What Happens When You Fail at Market Timing?Understand Market VolatilityJP 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) Watch 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?