April 10, 2023 •HoganTaylor Wealth
Coming out of 2022 there was little hope for positive news and much to be frustrated with in the markets. With nearly every sector and market down for the year, it felt like there was more to come in 2023, but as we finish the first quarter we see positive returns nearly across the board. With some gains more muted than others, it’s been an encouraging start to the year especially following the volatility of 2023.
Watching the international markets outperform domestic returns once again in Q1 of 2023 was surprising to most, but once again speaks to the importance of long-term investment and diversification.
Please enjoy this quarterly market review prepared by our partners at Dimensional Fund Advisors as well as the Quarterly Topic at the end.
HoganTaylor Wealth
HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, they operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client.
INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.
Get Updates
