The Wash Sale Rule

Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.

LINKS FOR SHOW NOTES

https://ycharts.com/dashboard/

www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

ttps://www.investopedia.com/terms/v/vix.asp

insight.factset.com/large...o-date

https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242

https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silver

https://www.svb.com/private-bank/advisors/directory/shannon-saccocia

www.investopedia.com/terms/w/washsalerule.asp

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