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®

Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning. He serves affluent families that are working to lower their time preference 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.