2023 1st Quarter Investment Review and Portfolio Changes
In our quarterly investment update, we summarize market activity from the 4th quarter, discuss upcoming portfolio changes, and provide market returns information.
April 27, 2023
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2105 South Bascom Ave
Suite 110
Campbell, CA 95008
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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
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