Inside the Markets: Third Quarter 2023

Chief Investment Officer, Jay Jordan, along with Cary Baronian, Director of Research, and Steve Henderson, Director of Private Investments & Foundation Strategies, discuss their current views on the market, the economy, and how they are positioning client portfolios.

Despite concerns about higher rates and inflation, the market has been rallying in recent months. Jay emphasizes the importance of maintaining a disciplined approach and not making short-term investment decisions based on market sentiment.

While the market seems to be performing well, Jay points out that much of the growth is driven by a few mega-cap technology stocks with exposure to artificial intelligence, masking weaknesses in the overall economy and markets.

Presented by:

John G. Jordan, III, CFA, Chief Investment Officer & Chief Compliance Officer

Cary Baronian, CFA, Director of Research

Steve Henderson, CFA, Director of Private Investments & Foundation Strategies

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Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net.

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