Broker Check
April 2022 Monthly Outlook – What a Ride!

April 2022 Monthly Outlook – What a Ride!

April 04, 2022

How’s this for a wild ride!

Source: Bespoke Investment Group

The net result is that for the quarter, the S&P 500 declined 4.9%, the DOW declined 4.6% and the NASDAQ declined 9.1%

The question is, now where does it go?

April is historically one of the best months for stocks so that is a tailwind. 

Interest rates have risen, and more importantly, key interest rates have inverted.  This means that shorter-term rates, using the 2-year US Treasuries, are higher than longer term 10-year US Treasuries.  Historically, inverted interest rates have been a reliable predictor of an economic recession.  Time will tell if this holds true now but regardless, higher interest rates are generally a headwind for stocks.

The war in Ukraine is a complicating factor. A resolution, which is what I am praying for but not expecting anytime soon, would boost the market.  Conversely, any escalation or even a drawn-out war, is likely to continue to pressure the market.

We continue to stay focused on achieving your long-range goals by remaining diversified and adjusting allocations based on market conditions.

I hope you find this report helpful.  Let us know if you have any questions or concerns.


P.S. Thank you for your referrals. They are making a big difference in my practice. Feel free to share my name with your friends on Facebook or LinkedIn.

I want to extend a special thanks to clients & colleagues who have recently referred us to family and friends:  Dave P., Ed H.

April Calendar of Events(comments and additions for future months are always welcome)

  • April is National Autism Awareness month. Let’s all get educated on this issue and work toward acceptance and inclusion of people dealing with autism. 


April 10th                            Christian’s wife Maecy’s birthday

April 12th and 13th          We adopted our 4-legged children Coco (2010) and Buddy (2013).  Sadly, Buddy                                                 passed away on 4/13/19

April 15th                            Passover begins – Chag Pesach Sameah to our clients, friends and family of                                                           Jewish descent 

April 17th                              Easter Sunday – Have a blessed and Holy Easter!

April 18th                             Tax Day. Remember to make those IRA or Roth contributions!

April 22nd                             Earth Day – let’s all recycle, turn out lights when we leave rooms and do all we can for our environment

April 15th                              My daughter Satya’s birthday

Best regards,


Sources: Bespoke Investment Group

Although information herein has been obtained from sources deemed reliable, its accuracy and completeness are not asserted. All opinions and estimates included in this report constitute the judgment of the financial advisor as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Investing involves risk and you may incur a profit or a loss. Diversification does not ensure a profit or ensure against a loss. There is no assurance that any investment strategy will be successful.  Past performance is no assurance of future results.

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus containing this and other information. Read it carefully before you invest or send money.

Information provided should not be construed as legal or tax advice.  You should discuss any tax or legal matter with the appropriate professional.