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Q1 2024 Newsletter

By March 28, 2024May 13th, 2025No Comments

Coming into 2023, investor pessimism was high. The markets had performed terribly in 2022, with the S&P 500 index ending down 18.1% and the traditional retirement portfolio (60% Stock and 40% Bonds) ending down 15.8%. Major Wall Street financial institutions predicted a recession in 2023 and held low

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