We were unpopularly bullish going into 2023 which turned out to be a good call! We believe we are in a long-term secular bull market but are cautious in the near-term given how much the market has appreciated year-to-date. Stay disciplined. Take a long-term perspective. Don’t chase the FOMO trade!
Elizabeth Evans, CFP® appears on CNBC’s Worldwide Exchange with Dominic Chu
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