Broker Check

October News & Events.....Did You Know

October 01, 2022

In this LIVE presentation, Lindsey McKay and Rachael Crane, CFA, Sr. Portfolio Manager, City National Rochdale will discuss the events in 2022 and their thoughts for 2023. Lunch will be served and with your attendance to the meeting, a complimentary wristband will be provided for free admission to visit the exhibits at The Museum of Flight! Check your email inbox for your personal invitation or email Norma at to reserve your seat today!

Social Security Increase:

The New Forecast for 2023

Social Security Forecast for 2023 could possibly see the highest COLA increase on record, as inflation batters recent social security measures. While the increase is lower than prior forecasts, when the COLA for 2023 is announced in October, it will still be the highest increase since the 1980s, when the COLA was 11.2%.

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The Bear Market is Back,

Will It Hibernate Soon?

After a summer rally, volatility is back in full swing. 2022 has challenged investors’ patience as almost every investment has had negative returns, with the exception of commodities, the US dollar, and cash.

What’s Happening?

Click here for an insightful update from our associates at AssetMark.

Midterm Elections 2022:

What Does That Mean for the Markets?

It’s almost Election Day in the US once again. While the outcomes of the elections are uncertain, one thing we can count on during this 2022 midterm election cycle is the vast amount of opinions and prognostications that will be floating in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should we focus too much on midterm elections?

Click here for an insightful article from our associates at AssetMark, Inc.

SKAMANIA 2022: WestStar Symposium

Mid September the MWM team made the journey south to join our peers in our first live conference since 2019! Teams from all over the West Coast and members from Cetera’s Home office came together for three days of meetings and frivolity at the beautiful Skamania Lodge Resort! It was great to gather once again and see old and new associates.

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