Episode 34

Published on:

9th Aug 2023

Advance Your Wealth - Market Update: What to Expect in the Remainder of 2023

As the year progresses, investors and analysts alike have been on the edge of their seats, closely observing the ebb and flow of various markets.

On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months and discuss what the remainder of the year has in store for investors of all types.

This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!


0:06 - Introduction and overview on the topic of the day

1:00 - How the market has been performing thus far in 2023

2:50 - Interest rates being raised by 25 basis points

5:02 - Is inflation largely behind us?

7:45 - The bear vs. bull market cases

10:29 - What we can expect throughout the remainder of 2023

12:25 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.