Q4 2022 Quarterly Market Update

QMU Q4 2022 TRANSCRIPT

 Disclosure: This presentation is for Informational purposes only. All investment strategies including rebalancing and diversified asset allocation have risk. Past performance of our investment approach, component holdings and methods does not guarantee future results. Advisory services offered through Rise Advisors, LLC ("Rise") Registered Investment Advisor. While all data is believed to be from reliable sources, accuracy and completeness are not guaranteed.

Sources:

1.Liftoff Invest: Data Source - S&P 500 Bloomberg Barclays US Aggregate Bond index

2. Liftoff Invest: Ycharts intraday S&P 500 moves

3. Liftoff Invest: Bloomberg Federal Funds Target Rate (FDTR Index) Monthly

4. JP Morgan Asset Management Guide to the Markets: 9/15/2022 page 33

5. JP Morgan Asset Management Guide to the Markets: 9/15/2022 page 36