Planning for Next Year's Challenges and Opportunities

The uncertainty facing investors this year has been enormous. We’re in the midst of dealing with the sharpest rise in inflation in more than 30 years – no one is immune to the soaring prices we pay for goods and services in every aspect of our lives. Add to that the intensifying war in Ukraine, an extremely volatile bear market, rapidly changing economic conditions, and the aftermath of the U.S. midterm elections. These are all good reasons to plan ways to enhance, align, and adjust your finances to prepare for the challenges and opportunities 2023 will bring. 

As you consider your financial strategies for 2023, our Year-End Checklist
 and three articles below may provide more detailed information as you prepare and plan for the coming year. Commerce Trust is here to answer any questions you may have to ensure your year-end planning efforts address your unique financial situation and retirement plan. Contact us today.