q3 market review

Q3 2023 Market Review

Highlights After three straight quarters of positive returns in equity markets, stocks pulled back during the third quarter of 2023.…

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Q2 2023 Market Review

Highlights After a choppy start to the second quarter, stocks gained meaningfully in June. This marks the third straight quarter…

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Change vs. Transition

Change is situational. Transition, on the other hand, is psychological. It is not those events but rather the inner reorientation…

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q1 2023 market commentary collective wealth planning

Q1 2023 Market Review

Highlights Despite a large amount of negative news in the headlines during the quarter, including turmoil in the banking sector…

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Person holding a wallet while taking out some money

Make It Personal

Make It Personal – First Ascent Asset Management Collective Wealth Planning partners with First Ascent Asset Management for portfolio construction…

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