Episode 32

Published on:

12th Jul 2023

Advance Your Wealth - Market Update: Where Do We Stand?

The first half of 2023 has been a successful time for investors. Plain and simple. But will it continue? That's the big question at hand!

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 future 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

1:45 - Bringing Aptus Capital Advisors onto the show to analyze a successful 2023 thus far

3:18 - Joseph Sykora's thoughts on where the market stands today

4:49 - What drove this unexpected positive trajectory within the market

6:54 - "Don't fight the FED"

9:50 - Has the market moved ahead of itself?

13:25 - The risks existing within the market

18:16 - General concerns regarding debt, student loans, etc in the future

21:57 - We need a combination of offense and defense in your portfolio

23:34 - How you can get in touch with Homer and his team

24:58 - 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.