2023 Q1 Quarterly Outlook

Click here to read the full Edge Capital Q1 2023 Outlook.

Déjà vu All over Again

As we enter the new year, investors have this feeling as if they’ve seen this all before. Once again, the quarter kicks off with inflation concerns dominating the investment landscape. As the Federal Reserve works to tackle inflation, worries are mounting that the U.S. economy is heading toward a recession. How stocks and bonds will react to the decisions made at the two Federal Open Market Committee (FOMC) meetings this quarter is difficult to suss out. It is with that backdrop and uncertainty around inflation and interest rates that we offer our outlook for various asset classes.

If you have questions do not hesitate to reach out to your Edge advisor.

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SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Welcome to our new Firm!