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Key Trends and Concerns for Investors in 2023

WiserAdvisor

The economic strain of the pandemic continued. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This can impact bonds.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

Your financial advisor should proactively communicate the rationale behind investment decisions, changes in strategy, and any adjustments made to your portfolio. Regular updates should include insights into market conditions, economic trends, and how these factors impact your investments.