2023 Q3 Review

Keep it Simple

Gear up as we guide you through the fascinating world of financial trends, market volatility, and the simple pleasures of life, like attending a Baylor football game or organizing one's garage. We guarantee our casual yet in-depth discussion will not only enrich your understanding of asset classes and diversification but also shed light on the importance of gratitude in our lives. We'll chew over everything from fresh perspectives on investment strategies to the delights of ordering a pizza when you're worn out.

This episode is a treasure trove of insights into the performance of various asset classes in the third quarter, the volatility of markets, and the benefits of premium investing. We peel back the layers of market performance, revealing what's behind the numbers, and explore the strategy of buying and holding funds that target specific characteristics of stocks. Be prepared to question conventional wisdom as we debunk the reliability of market forecasts and underline the long-term stability of value stocks.

In our final segment, we reflect on the transformational power of gratitude. We share our thoughts on how an attitude of thankfulness can positively impact our lives and relationships. We discuss how social media has influenced our perceptions of gratitude and provide insights on cultivating a genuine sense of appreciation. Wrapping things up, we open the floor for your questions and comments. Don't miss out on this episode brimming over with thoughtful discussions, practical recommendations, and invaluable investment tips!

(00:00) Quarterly Review and Current Trends
(08:41) Asset Class Performance and Diversification Importance
(18:17) Market Volatility and Rebalancing Strategies
(26:51) Premium Investing and Stock Characteristics
(31:42) The Changing View of Economic Growth
(42:44) Adam and Janet's Farewell and Appreciation