Lessons Learned
- In nearly 40 years as an investment professional, I’ve learned a lot, and I expect to learn a lot more over the next 40.
- Key lessons learned and fortified include finding and working with trusted partners and being aware of the power of surprises.
- While the “January effect” is a large contributor to recent gains, the financial markets are off to a great start in 2023. What worked in 2022 will likely continue to do so.
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