Jon Courtney and Dru Brooks of Village Wealth Advisors spoke with their clients about how the 2022 Bear Market has impacted their portfolio. Dru provided an update on the bank failures in 2023 including breaking news about Pac West Bank likely being sold off. Jon gave his clients an overview of some of the big strategic changes in the portfolio made since 2021. Jon also presented the current market as a train analogy to help his clients understand the current challenges we face.
At Village Wealth Advisors, we help clients develop a plan for living followed by a plan to fund it. From financial planning to investment management, during stable or unstable markets….our expertise will help you live worry free.
"All opinions and estimates constitute Village Wealth Advisors’ judgment as of the date of this communication and are subject to change without notice. Village Wealth Advisors does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments."
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