July 13, 2023 •HoganTaylor Wealth
The rebound from last year's drawdown continues and we had another strong quarter to bring us to the halfway point in 2023. A return to the top for large growth with low volatility was unique this quarter, while nearly ever sector and area of the market continued to come back strong.
Domestic shares continued to lead the way with a asset class return over 8% for the quarter ended in June. Domestic bonds were the only asset class that had a slight decline over the quarter, but overall a strong rebound for all portfolios through the start of 2023.
As our economy continues to look at the hurdles we have to overcome in the second half of the year, we can look back at the difficulties we have already faced and be hopeful as a long term investor. We hope you enjoy this quarterly update. Please reach out if your HoganTaylor Wealth advisor can answer any questions for you.
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 pride in serving clients as an independent fiduciary through holistic financial planning. Learn more at hogantaylor.com/wealth.
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
