Synergy Wealth Consultants

UBS Advisor Podcasts

2023 Mid-Year Market Update

20:09

On this episode of Investing Insights, John Posey, Senior Portfolio Manager & Senior Vice President of Wealth Management and David Lefkowitz, CIO Head of US Equities, discuss their thoughts the markets and economy so far in 2023 as well as how to position your portfolio for success in the second half of the year.


Contact information

The Posey Bass Financial Group
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

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