What We Learned From the Markets in 2023

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on financial planning, portfolio construction, tax and estate planning, retirement plan services and/or anything we found interesting. Enjoy this week’s curated list for your weekend reading!

📙 12 LESSONS THE MARKET TAUGHT INVESTORS IN 2023

Larry Swedroe | Morningstar

“Every year the markets provide us with lessons on prudent investment strategies. With great frequency, markets offer remedial courses covering lessons they taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know. In 2023, investors were provided with 12 lessons. Many of them are repeats from prior years. Unfortunately, too many investors fail to learn them—they keep making the same errors.”? Click here to read more.

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Have a great weekend!