Q2 2023 Quarterly Financial Update

After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful Q2 performance.1

Is the bear market finally over? Will we see more volatility ahead?

We broke down what you need to know about markets and the economy into a five-minute read.

After you read through this quarterly update, please feel free to email me with any questions or insights that you have.

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Inside the Investor Mind: Bias, Belief, and a Better Way to Make Financial Decisions

Inside the Investor Mind: Bias, Belief, and a Better Way to Make Financial Decisions

What do you think it would take to make better—or even perfect—financial decisions? More information or more time? Even with that, you can also use less to do more with your money. And that means less bias when it’s time to make key financial decisions. Our feelings, muddled memories, and even faulty reasoning can all nurture our biases. So can our fears and “intuition.” Still, with a little understanding of those biases, we can start to break free of them.1 That’s the focus of this month’s Visual Insights Newsletter. Click here to see it! No...

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