9 Key Questions (and 11 Charts) You’ll Be Hearing at Mid-Year Reviews

Jul 12, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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There are certain questions on every investor’s mind as we roll into the second half of the year, from what to make of the first-half rebound to concerns about recession or the fate of bonds. Here is a guide discussing these hot topics—and data to inform the conversation.

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