October 20, 2023

Market Update Q3 2023

Grace Kvantas

Mike Eklund

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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October 20, 2023

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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.

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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