Newsletter: Best Wishes for a Happy 2023/ Reasons for Optimism

Newsletter: Best Wishes for a Happy 2023/ Reasons for Optimism

January 18, 2023

Happy New Year!! 


After a challenging economic year, some people may wonder if is this really the case….  We are receiving many reports of caution for 2023. However, there is also much historical evidence that despite whatever difficulties that the economy and markets present to us currently, there is a path forward at some point in the future.

I am sharing several reports, plus an outlook letter from LPL Research Head Mark Zabicki, that gives you a glimpse into all the insights that I receive from many, many financial companies, not just LPL Financial. I understand you may not choose to review these reports and that is okay. That is not necessary. However, I am always available for a plain-language summary of what is going on in the financial world and how it may affect you.  My phone is 610.563.5853 and evenings and weekends are ok to call. An appointment is not necessary.

Just reach out and call me to have a straightforward conversation about what is going on in the economy and the markets and how it affects you. 

Feel free to share our newsletter with your friends or relatives, and if they would like to receive our newsletter, they can subscribe by clicking here or email me at and put Newsletter in the subject line and we will add them to our list. We are happy to send the newsletter to anyone even if they are not a client of ours!