February 1, 2024

Market Update Q4 2023

Grace Kvantas

Mike Eklund

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:

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February 1, 2024

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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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