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Citi Global Wealth Investments

Outlook 2023

Roadmap to Recovery: Portfolios to Anticipate Opportunities

For many investors, 2022 felt like uncharted territory. Surging inflation, slowing growth, warfare in Europe and escalating U.S.-China tech rivalry combined to create uncertain conditions. Investors may be asking themselves how to position a diversified portfolio amid all this uncertainty?

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Featured Articles

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weekly market update

The Fed Isn’t Satisfied and the Market Isn’t Listening

January 23, 2023

Last week, the S&P 500 shed -0.66%. The Dow Jones index lost -2.70%. The Nasdaq composite rose 0.55%, amid weaker-than-expected December ...

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personal finance

Numbers You Need to Know: 2022 and 2023

Use these key numbers as you ponder crucial goals like saving for retirement and college expenses, amounts to give to charities, and ...

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insurance & long-term care

Life Insurance: More Than Just Protection for Your Family

Life insurance’s primary purpose is widely known: To help ensure your family’s financial security if you die, but life insurance also has ...

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Market Commentary

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Explore Investing with Citi


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    Ways to Invest

    Invest the way that works for you - on your own, with an advisor or a combination of both.

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    Investment Products & Services

    Explore the range and depth of what we offer to support your investing and insurance needs.

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    Financial Planning

    Work with a dedicated team to create a complimentary, personalized financial plan.

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Connect with a Financial Advisor

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INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The Market Insights commentary should not be considered a recommendation or research report. Nor should it be considered a solicitation, advice or a recommendation with respect to any investment strategy, asset allocation or particular investment. The Market Insights commentary is not intended to constitute “research,” as that term is defined by applicable regulations. The views expressed herein are those of the author and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written or filmed. The relevance of such topics may change at future dates.

Investments are subject to market fluctuation, investment risk, and possible loss of principal.

Diversification and asset allocation do not protect against loss or guarantee a profit. Past performance is no guarantee of future results.

Please consult your Financial Advisor before making any investment decisions.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The information set forth was obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.

The products and services mentioned in this communication are not offered to individuals’ resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

U.S. Wealth Management includes Citi Personal Wealth Management, Citi Priority, Citigold® and Citigold® Private Client.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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