Reflections on the Fourth Quarter of 2023 with Abacus Co-CIOs

Today we're joined by Abacus' co-CIOs, Lindsey Woodward, MBA, CFP® and Matt Rivera, CFA, CFP®, to discuss how the fourth quarter of last year turned out and how the markets and economy ultimately performed in 2023. Despite predictions of recession and high inflation, the market defied the odds, ending on a high thanks to disciplined investing. Mary Beth and Neela will talk with Lindsey and Matt about why interest rates change, what can cause them to go up or down, and how that can affect you. Lindsey and Matt will also reveal how investors can approach swings in the stock market and what to stay focused on. They will finish up with talking about what you can control, what to do about the things you can't control, and how to keep your finances on track! For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page. What You'll Learn in this Episode: How the markets in Q4 compared to the rest of 2023 Why the Fed raises or lowers interest rates Why discipline is important when investing and how 2023 demonstrated that What to focus on in your investments when markets are up and down Some info on values aligned investing and ESG investing How to tell if the funds you are in are values aligned or ESG funds The impact geopolitical events can have on stock market volatility Expectations for the market going into this election year Reasons to focus on your long-term investment strategy, even when the short term is volatile Resources Mentioned on the Show: Q4 Reflections: Easing Financial Conditions, Key Lessons from 2023, and What Investors Can Do in 2024 Are My ESG Investments Greenwashed or the Real Deal? Stay Connected: Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn