6 Key Questions (and 14 Charts) for Sitting With Clients in Q1 2023

Jan 23, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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Last year was brutal on investors, so they will be coming to you in Q1 weary and looking for reassurances. Here we provide the data to help you calm their fears and answer their key questions about potential recession, election years, the fate of the 60/40 portfolio and more.

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