Manage episode 371187675 series 2834060
The first half of 2023 has been a successful time for investors. Plain and simple. But will it continue? That's the big question at hand!
On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months and discuss what the future has in store for investors of all types.
This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!
0:06 - Introduction and overview on the topic of the day
1:45 - Bringing Aptus Capital Advisors onto the show to analyze a successful 2023 thus far
3:18 - Joseph Sykora's thoughts on where the market stands today
4:49 - What drove this unexpected positive trajectory within the market
6:54 - "Don't fight the FED"
9:50 - Has the market moved ahead of itself?
13:25 - The risks existing within the market
18:16 - General concerns regarding debt, student loans, etc in the future
21:57 - We need a combination of offense and defense in your portfolio
23:34 - How you can get in touch with Homer and his team
24:58 - Closing remarks
Connect with Homer Smith: