Broker Check

August Commentary

August 07, 2023

We hope everyone is enjoying their summer.

Good news - The economy continues to perform as we have predicted. Both economic activity and inflation continue to moderate to a more sustainable pace. That along with solid earnings being reported by the companies you own should make you feel comfortable.

Below you can see some charts from JP Morgan showing global growth and inflation.

Reminder (yes, another reminder). The custodian of your assets TD Ameritrade (which has been owned by Charles Schwab for 2+ years) is transitioning to the Charles Schwab platform over Labor Day weekend. We have been using this platform here in the office for more than a year and have confidence we will not experience any major issues.

We are here to help answer any of your questions, please call us!



Dan Moskowitz, CFP®