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  • Home
  • Who We Are
    • Oregon Public Employees
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  • About
    • Our Team
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    • Events
    • FAQ
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Daily Archives: January 12, 2024

Q4 2023 Market Review

Blogs, Financial Markets, News, Wealth ManagementBy GeoWealthJanuary 12, 20241 Comment

Q4 2023 Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The First Ascent Asset Management investment team has put together the following commentary for Q4, 2023. If you prefer to listen, you…

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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