Wealth Management - Fourth Quarter 2021 Review

Posted by Will Burnett on Feb 23, 2022 5:46:28 PM

Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management

Fourth Quarter 2021 Review


Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, labor shortages, supply bottlenecks and the mutating COVID-19 virus. As we look toward 2022, our view is that many of these risks will continue and some specifically will have a more critical influence on market returns. While we would love to see a repeat of 2021 markets, our expectations for the year ahead calls for more moderate equity market returns, as well as investment grade fixed income returns being somewhat muted due to the high probability of rising interest rates. 

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Topics: Wealth Management