Market Update Q3 2023

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

  • Where we’ve been over 1, 5, and 10 years
  • A reminder that there’s always a reason to worry
  • Should you invest less in stocks and more in cash?
  • The Magnificent Seven vs. Diversification in 2022 vs 2023
  • Thinking Twice about Chasing the Biggest Stocks
  • What a challenging bond environment could mean going forward
  • Why investor returns trail investment returns
  • Where could the highest returns occur over the next 10 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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