A&I Wealth Management > Blog > First Quarter 2023 Investment Updates

Equities, by and large, had a good start to 2023. So did bonds. As we talked about recently, things may be better than they appear. However, our investment research teams remain short-term cautious. We are as conservative, in the vast majority of our portfolios, as we have been since the great financial crisis of 2008.

Email recipients can read the first quarter investment newsletter by clicking here or just contact us and we would be happy to email or print and mail it to you.

Recently, we have had some wonderful conversations in the Expert Network Team podcast and I wanted to share some of them with you. Since we are recording these with video, I may start to share some of the videos with you using our YouTube channel.

Click here to watch the Expert Network Team video on Understanding the US Banking Crisis.

Make sure to subscribe to our YouTube channel, and our Expert Network Team podcast. And share these resources with your friends! And if you have not already scheduled a time to visit our office, please do so. The fish tank has some beautiful new fish, the grass is green on the golf course outside our windows, and the ducks and other birds are entertaining us on the pond.

Until we see each other in person, let’s make sure to enjoy this beautiful Spring!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.