2023 Commentary and Outlook

Happy New Year!  We hope your year is off to a good start. January was a banner month for stocks and bonds, up 8.0% and 3.3%, respectively. Usually, a good January means a good year. We will see.

To understand our outlook and portfolio positioning, please review the following items recently posted to our website:

If you have questions about your portfolio positioning, please call or schedule a meeting. We’ll also be reaching out to you in the coming weeks to schedule a meeting if we haven’t met in awhile.

Finally, if you think a friend or colleague would appreciate our musings, please forward this email. They can also sign up here to receive blogs and WJNotes.