Financial markets experienced some volatility in Q3 that resulted in flat to slightly negative returns for most portfolios, though all remained strongly positive year to date.
The second quarter of 2023 brought a continued rally in the global equity markets as economic growth remained solid, inflation eased further, and the Federal Reserve paused its interest rate hikes.
Understanding where your portfolio is positioned across the risk spectrum from Conservative to Aggressive Growth is key to understanding how it would be expected to perform over time and in different market environments.
The fourth quarter of 2022 brought a rally for both stocks and bonds, though markets remained volatile through year-end as an exceptionally challenging year came to a close.
January 23, 2023
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