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August 11, 2023

2023 2nd Quarter Investment Review and Portfolio Changes

Investment Management, Wealth Management / Neelesh Champaneri, CFA®, CAIA®

2023 2nd Quarter Investment Review and Portfolio Changes

In our 2nd Quarter investment update, we’d like to:

Summarize market activity over the 2nd quarter of 2023
Review how portfolios are designed to moderate downturns
Provide various market returns information

…

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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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