2023 Investment Outlook: Why Stay Invested

The highest inflation in more than 40 years contributed to a challenging market for financial assets in 2022. As a result of the price decline in bonds and equities, investors are asking:

  • Is the economy heading into a recession?
  • What changes should we make to protect our assets?
  • Are we still on track to meet our investment goals?

These questions helped frame this year's Outlook. The Investment Management team also presents information on how to navigate this difficult market environment and includes 11 key economic perspectives about the year ahead.

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Establishing Your Portfolio

When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.

ASSET ALLOCATION

We employ the following strategies for target weightings:

  • Strategic: longer-term allocations based on client return goals and risk tolerance
  • Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks

WEALTH MANAGEMENT

Your Wealth Management team will make well-researched decisions based on your goals.

Contact one of our advisors about investment management services.

Your Portfolio - Asset Allocation - Investment Strategies - Risk Tolerance - Goals

Meet Our Wealth Team

Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value

"FNBO Wealth" is a brand name that refers to First National Bank of Omaha ("FNBO") and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

"First Investments & Planning" refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. ("RJFS"), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. ("RJFSA"), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. ("RJIG"), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.

Certain investment advisory services are provided by First National Advisers, LLC ("FNA"), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.


INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.