December 2023 Market Review

Markets finished the year strong, with positive returns across most major asset classes in December. Investors reacted
positively to the Federal Reserve’s dovish comments regarding monetary policy, with interest rate cuts potentially coming
sooner in 2024 rather than later.

Download Full-Size PDF:

Click Here

December-monthlymarketreview-2023

January 11, 2024

Disclaimer

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

CONTACT

Retirement Solutions Inc.
Office: 760-603-0700
Fax: 760-603-0710

Email: chelberg@2rsi.com

HEADQUARTERS

5857 Owens Avenue
Suite 110
Carlsbad, CA 92008

Series 7, 24. 51, 63, 65

LINKS

Contact
About Us
News & Insights
Client Login

OSAIC FORM CRS

THE AMERIFLEX GROUP FORM CRS

CONNECT WITH US

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. Click the following link to learn more from the California Consumer Privacy Act (CCPA)

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC Investment advisory services offered through The AmeriFlex® Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial. California Department of Insurance License #0694123.

Investment products and services from this representative(s) available only to residents of Arizona (AZ),California (CA),Colorado (CO),Florida (FL),Georgia (GA),Kentucky (KY),Massachusetts (MA),Michigan (MI),Minnesota (MN),North Carolina (NC),Nebraska (NE),New York (NY),Ohio (OH),Oregon (OR),Pennsylvania (PA),South Dakota (SD),Texas (TX),Virginia (VA),Washington (WA).

Retirement Solutions Inc BBB Business Review

Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by [name of broker/dealer].

site design by digitalstoryteller.io