• Asset Class Returns for 2023

  • May 23 2024
  • Length: 19 mins
  • Podcast

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Asset Class Returns for 2023

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  • Summary

  • When it comes to investing, the term 'diversification' is often tossed around, but what does it truly mean to diversify your portfolio? Is it as easy as sticking to the S&P 500 index the to achieve wealth management success? In this episode, we’ll answers these questions and dive into the latest returns by asset class to help you better understand what diversification truly means.

    Here’s some of what we discuss in this episode:

    • Does owning the S&P500 make you diversified? Not really.
    • A look through last year’s returns by asset class along with historical returns.
    • The need for constant evaluation and just consistent checkup on your portfolio.

    Learn more: https://caffeinecashflow.com/

    Get in touch with Michael-

    Web: https://www.westpacwealth.com/team/michael-schulte

    Email: michael.schulte@westpacwealth.com

    Phone: 702-767-4897
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