Search Result for : Tag: year in review

Financial Planning Fridays #69: 2023 Year-End Review

I love looking through history for clues on what may happen next in the market. History gave us a lot of reasons to be optimistic about 2023 and we were right. This was a year of great returns.  Let’s look back at a few of the historical examples that we discussed this past year.  In […]

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Financial Planning Fridays #20: 2022 Review

Today, in our twentieth episode, we wanted to discuss and review 2022. Last year was filled with lots of good news but also more than a few negative headlines that made the market one of the most volatile ever. As usual, we took advantage of this volatility and rebalanced our client accounts 27 times; each […]

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