We hope you’ve had a great first half of 2023! In this quarter’s Market, Economy & Portfolios in 20 Minutes, we discuss:
- A breakdown of the stock market rally.
- What improving inflation means for interest rates and the risk of recession.
- How to decide if you should change your financial plan or investment strategies.
We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future videos!
Josh Whelan
CFP®, CLU®, ChFC®
Partner, Financial Advisor
About the Author
Josh sees his profession as a calling, not just a career. His motive for pursing financial planning was very personal. While working on a degree in marriage and family counseling, Josh’s father was diagnosed with multiple sclerosis. Josh decided then and there to change career paths to help his family prepare for an uncertain financial future. Financial planning became his path to serving others.
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.