Steady at the Halfway Mark | Second Quarter, 2023

by: Brad Swinsburg, Partner + Chief Investment Officer

July 10, 2023

The U.S. debt default crisis caused much speculation about how investors might react, but thankfully the seemingly never-ending situation resolved itself and a crisis was averted. These video segments below cover the recent debt ceiling drama, how the market is continuing along the right path, and a deeper dive into growth stocks versus value stocks.

Recent Market Thoughts

Despite some new challenges the second quarter of 2023 was presented with, the economy stayed strong and financial markets never truly panicked. Several positive developments took place and were most likely overlooked throughout all the debt-ceiling noise. Watch our video highlighting the current market and some key takeaways based on the recent quarter’s data.

Growth vs. Value

There can often be confusion in how investors think about and refer to growth and value stocks. In this video segment, Brad Swinsburg explains the key details of each by going through different examples, to help give a better explanation on this topic.

As always, we are available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Read more from our first quarter CFO Report, here.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.