Market Update Q2 2023

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Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some  lessons to take from it. Click on the video below to watch our 2nd quarter 2023 market update. We walk through:

  • Where we were a year ago and what that can teach us.
  • What we’re seeing with inflation.
  • What’s the cure for higher prices?
  • Why following the herd can be costly.
  • Valuations vs. History – what to expect
  • Why diversification is so challenging but so helpful
  • When tides turn – US vs International
  • The real reason why US companies have outperformed the last 10 years

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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