Welcome to 2023

2022 was rough for investors, with many of the year’s events unforeseen and unfavorable. As we enter the new year, some challenges remain. One primary obstacle, the concern of elevated inflation, has recently looked a little less imposing, while another concern, a projected recession affecting countries around the globe, is still looming. Seasoned investors understand that part of the investment experience is taking a long-term approach and that means potential periods of downward movements. Our primary goal for the new year is to continue to help optimize our client’s journey toward their financial goals. A key component to this is to identify items that they may anticipate needing our assistance with. In order to start the new year proactively, included in this communication is a 2023 Checklist to help our clients identify items they may want to address with us over the next year.

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