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Integrated Wealth Management

Investing Newsletter - July 2023

Investing Newsletter (click image to open)

  • In the past century, there have been 15 recessions in the US. In 11 of those instances, stock returns were positive two years after the recession began.

  • Stock markets typically drop well before a recession is officially announced and then rebound before the recession is officially over.

  • Commit to holding onto your portfolio’s stock allocation for the long term and rebalancing it if markets drop due to a recession or any other event that may trigger a bear market