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Archive for January, 2024

2023 Q4 Review and Outlook – The Dog That Didn’t Bark  

Markets finished the year with a powerful surge as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 11.6% during the fourth quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) increased 6.8%, and a 60% stock/40% bond portfolio booked a 9.7% total return. For the…