Simple Wealth 2023 Investor Letter

I am pleased to share my 2023 letter to Simple Wealth Planning clients for any of you who might have an interest. I comment on ineffectual doom forecasts and the benefit to having a bias to the upside.


Thanks for reading!


Simple Wealth 2023 Investor Letter


Warm regards,


Andy Flattery

Author

Andrew Flattery, CFP®

Andrew Flattery is a CERTIFIED FINANCIAL PLANNER™ and Principal of Flattery Wealth Management. He serves affluent families in Kansas City and nationwide. Flattery is the host of Gentleman Speculator, a podcast on legacy, investing, and the life well-lived. When he’s not helping individuals build wealth, you can catch him playing rec sports, writing children's books, and spending time with his wife and four children.

Simple Wealth Insights.

Simple Wealth Insights.