What's on your list for the holidays? As we gear up into the holiday season, don’t forget to wrap up your financial to-dos for the year. In this week's Accountable Update, I provide a holiday checklist for the financially savvy.
Two Answers for Students of the Market
Have you heard the saying about the difference between life and school? In life, we frequently take the test before learning the lesson. The upside is that often that knowledge we come by honestly is the most enduring, except perhaps in the world of investing. Sounds crazy? Well, you know what they say about repeating the same thing and expecting a different result? Here are a couple of answers to the next test to help you be more successful.
Q3 2023 Market Review
Global equities hit a stiff headwind in Q3 2023, with the MSCI All Country World IMI Index dipping -3.4%. Rising bond rates, mortgages over 7%, higher oil, plunging factory orders, Chinese deflation, and a UAW strike all contributed to a reversal of the winning streak we had experienced for much of 2023.