Diazo Wealth

Quarterly Review Webinar


Missed our fourth quarter webinar? Download the replay as we discuss the coming quarters and what factors could have an impact on your portfolio.

Original Broadcast: Tuesday, February 1, 2022 @ 1pm PT

During the webinar, we discussed:

Review of the latest quarter and the results of 2021

  • 2021 Summary: Strong recovery year
  • 18 million jobs added back
  • 11 million job openings (all-time record)
  • Strong consumer & business credit health and conditions
  • Ongoing stimulus from government-induced liquidity
  • Massive fiscal and monetary stimulus
  • Strong US equity performance reflection of fundamental improvement
  • Several risks were greater than expected: Covid variants, supply chain, inflation
  • Several risks were weaker than expected: large tax increases, taper/tighten, valuation

2022: The recovery continues, at a more sustainable pace

  • Expectations global economic improvement, some catch-up from emerging markets
  • Ongoing - though declining - federal government stimulus
  • S&P 500 earnings estimates still rising, beating projections
  • The end of masks? (High vaccination & natural immunity rates; fatality rates declining)
  • Psychological adjustment to normalized earnings growth and returns
  • Risks include inflation trajectory, Covid variants & policies, Fed taper+tighten, possibly valuation


Justin J. Long CFPº

Download Webinar Replay