Insightful Ideas

The year 2023 will be remembered by economists and investors as 365 days of resiliency that defied expectations. In this episode of Charts That Matter I will dive into the US economic landscape and summarize the major factors that shaped the economic trajectory during the year.

A strong November and December propelled the S&P 500 Index to a powerful quarter and calendar year return. The index posted an 11.7% return for the quarter and ended the year up 26.3%. The index has been up over 25% three times in the last five years. Watch to learn more about 4Q23.

Investors have much to be thankful for this holiday season, even if it doesn’t quite feel like it - Craig Popp with Accrū Wealth shares why.

Charts that Matter, a better way to visualize data to help make a financial world a little clearer.

For long-term investors, understanding the stairs up/elevator down dynamic in the current environment is critical to staying focused on important financial goals.