Key Wealth Matters | Market Minutes Recap – Soft Landing Comes Into View on Jobs Beat, Our 2023 Outlook and What to Know About the SECURE 2.0 Act

Positive momentum propelled markets higher as inflationary crosscurrents moderate, wage growth slows and better-than-expected jobs numbers signal a soft landing is possible. As the case for recession builds – join our experts as they share their thoughts on our 2023 Economic Outlook. Plus, you will want to hear Director of Financial Planning Tina Myers’ take on the sweeping legislative changes to retirement savings signed into law on Dec. 29.

Show Notes

Speakers:
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Tina Myers, Director of Financial Planning
Brian Pietrangelo, Managing Director of Investment Strategy
Rajeev Sharma, Managing Director of Fixed Income

01:14 – This week’s economic news
02:41 – Our economic outlook for 2023
10:35 – How investors can benefit from the SECURE Act 2.0

Additional Resources:
Investment Brief

What is Key Wealth Matters?

Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments.

Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions.

To submit potential topics or questions to our experts, contact us via email at kpb_wealth_institute@keybank.com.

For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.

The Key Wealth Institute is comprised of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services. Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

This material is presented for informational purposes only and should not be construed as individual tax or financial advice. Bank and trust products are provided by KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. Key Private Bank and KeyBank Institutional Advisors are part of KeyBank. Investment products, brokerage and investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank.

Investment and insurance products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
KeyBank and its affiliates do not provide legal advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.