Are you curious about how the market has performed throughout 2023? Do you want insight into what trends our team is watching as we transition into 2024? Look no further than Legacy Private Trust Company’s December 2023 Market Update. Join Greg Hansen, CFA, our Managing Director of Trust Investments, PJ Schaefer, CFA, CFP®, Vice President and Trust Investment Officer, and Connor O’Brien, CFA, Vice President and Trust Investment Officer, as they review 2023’s economic performance and examine what’s next in 2024.
Looking for more up-to-date investment information? Visit our blog or head over to Legacy Private Trust Company’s YouTube channel.
December 2023 Market Update
If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This information has been prepared by Legacy Private Trust Company for informational purposes. Any opinions expressed herein represent our current analysis and judgment and are subject to change. Actual results, performance, or events may differ based on changing circumstances. No statements contained herein should substitute for professional legal, tax, or other specialized advice.
