The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
Doug and Eric Loftus recently sat down to discuss current headlines in the banking industry as we have received a lot of questions from our clients about it. One of the bigger concerns is in regards to recent news surrounding Silicon Valley Bank in California which was taken over by the FDIC and the state of California a few days later.
In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
Financial planning can help you have peace of mind in your financial situation during times of market volatility. Watch this video to evaluate your financial plan.
Quarterly Commentary: Third Quarter Update
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