Market Update Q4 2023

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Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover:

  • Why even when things feel uncertain, doesn’t mean it’s a bad time to invest
  • How different areas of the market looked in 2023 vs 2022
  • What happens to stocks after markets hit all-time highs?
  • How expensive are the Magnificent Seven stocks vs. the other areas?
  • How have the largest 10 stocks changed decade to decade?
  • How a diversified portfolio makes you feel in different environments
  • What’s expected over the next 10-15 years?
  • The FSI 3 Step Investment Process


Past market updates:

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Mike Eklund

Mike Eklund is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has an MBA in Finance and the Chartered Retirement Planning Counselor designation. He is an active member of NAPFA, is the co-host of Financial Symmetry's podcast, and has been quoted in various industry publications.

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Grace Kvantas

Grace is a partner and Certified Financial PlannerTM with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.

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