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Financial Planning Friday’s – 12 Facts to Wrap Up 2022

This Financial Planning Fridays teaser (#20) previews Presilium's year-end review of 2022 through twelve key facts. The full episode recaps one of the most volatile market years ever and how disciplined, systematic rebalancing helped turn that volatility into long-term opportunity for investors.

Jerry DavidseFinancial Planning Fridays #12

This Financial Planning Fridays teaser (#20) previews Presilium's year-end review of 2022 through twelve key facts. The full episode recaps one of the most volatile market years ever and how disciplined, systematic rebalancing helped turn that volatility into long-term opportunity for investors.

Key takeaways

  • The episode summarizes a volatile 2022 in twelve key facts.
  • Systematic rebalancing helped capture opportunity during market swings.
  • Year-end reviews put a single year in proper long-term context.
  • This is a companion teaser to the full Financial Planning Fridays #20 review.

Episode #20 – 12 Facts to Wrap up 2022

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Written by

Jerry Davidse

Chief Executive Officer · CFP®

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