In Q1 of 2023, global stocks gained nearly 7% in the first quarter, continuing the upward momentum that we saw in Q4 of 2022. Bonds also posted healthy returns, with the US Aggregate Bond Index returning almost 3% in just three months. Despite these investment returns, the quarter will be more remembered for a series of unnerving…Details
IN YOUR CORNER
"Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "