Keeping 2023 in Perspective

  • 2023 was a great year for the stock market, but a variety of time frames is needed to properly assess portfolio performance.
  • Are new highs in the stock market a concern? They shouldn’t be, but attractive opportunities to diversify are available.
  • Which asset classes perform best in different economic environments?
  • As Nassim Taleb and Jack Bogle recommend when building portfolios: Don’t predict, prepare!


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