Talbot Financial – 2Q 2023 Review

Written by Jim Pirak on 13 July 2023. Posted in Blog

Please find attached your Talbot Financial second quarter 2023 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

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