Blog

Markets Monthly - September 2023

, CFA®

09/20/2023

18 minutes

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In the September 2023 edition of Markets Monthly: Strategies & Perspectives, Wealth Enhancement Group Roundtable™ specialists Ayako Yoshioka and Gary Quinzel detail the latest with investment markets, including why there’s reason to remain cautiously optimistic that the Fed may still pull off a “soft landing.”

If you have further questions about how the current investment landscape could affect your financial plan, reach out to a Wealth Enhancement Group advisor today.

Portfolio Consulting Director

Over the course of her career in the investment and wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities.

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Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.