Market Update Q4 2023

February 1, 2024

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:

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.