Tower 68 Financial Advisors’ Post

About this time of year, I tend to reflect on what the year has provided, what I’ve learned, and what, if any changes need to be made. Since October of 2023, we have experienced a strong move in the markets. This was puzzling to those who did not participate but also created anxiety for those who have had exposure to explosive themes like AI. This brings me to ask the question, “Is This As Good As It Gets?” In today’s note, I go over this point and what road markers I tend to look at in evaluating a response to this always-changing question. Please take a moment and read this week’s note. If you have any questions, please don’t hesitate to let us know. - Ken South, Newport Beach Financial Advisor #NewportBeach #FinancialAdvisor #FinancialPlanner #MarketUpdates #Economy #WealthManager #Investments

Is The Year So Far As Good As It Gets?

Is The Year So Far As Good As It Gets?

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