---
title: 3Q 2023 Review - Talbot Financial, LLC
author: Mary
---

# 3Q 2023 Review

Written by Mary on 19 February 2026. Posted in [2023](https://www.talbotfinancial.com/component/content/category/9-newsletters/11-2023).

- [/images/newsletters/3Q2023-Review.pdf](https://www.talbotfinancial.com/images/newsletters/3Q2023-Review.pdf)

Please find attached your Talbot Financial third 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.