Market Perspectives

Navigating the world of financial advice can be overwhelming for consumers. With countless options, financial jargon, and an alphabet soup of industry credentials, choosing the right professional feels like deciphering a complex code. Read on as we guide you through simplifying your search by highlighting how powerful the combination of a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Adviser (RIA) firm can be for your financial well-being.

Imagine for a moment you don’t feel well. So much so, that you feel it necessary to schedule an appointment to see a doctor. Now imagine the doctor comes into the examination room and before you can utter a single word, writes you a prescription and sends you on your way. That would be a strange way of practicing medicine!

Looking back, 2023 was quite a year! After a tremendously volatile 2022 that saw major market indices off by 20% or more, markets rebounded well in 2023. Here is how the year shaped up.