Market Update Q3 2023

October 20, 2023

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

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.

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.