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Financial Planning Friday’s – 3 Reasons to Be Optimistic in 2023

This Financial Planning Fridays teaser (#21) previews Presilium's 2023 market outlook and three reasons for optimism following a difficult 2022. The full episode explains why diversified, rebalanced portfolios held up better than the index and why disciplined investors were well positioned for the year ahead.

Jerry DavidseFinancial Planning Fridays #3

This Financial Planning Fridays teaser (#21) previews Presilium's 2023 market outlook and three reasons for optimism following a difficult 2022. The full episode explains why diversified, rebalanced portfolios held up better than the index and why disciplined investors were well positioned for the year ahead.

Key takeaways

  • Presilium identified three concrete reasons for optimism entering 2023.
  • Diversified, rebalanced portfolios generally outperformed the broad index in 2022.
  • Difficult market years historically set the stage for recoveries.
  • This is a companion teaser to the full Financial Planning Fridays #21 outlook.

Financial Planning Friday’s #21 – Our 2023 Market Outlook & 3 Reasons to be Optimistic!

More on Investing & Markets

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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