Seasons. Financial markets. Nothing stays the same. That’s why this Fall is a good time to stop, take a look at what’s happening with the financial markets, and get a reality check from two people who have provided insightful perspectives for many different seasons over the years.

In Money Conscious Episode 19: Fall 2023 Market Update with Greg and Sacha, Sacha Millstone and Greg Evans, the co-founders of The Millstone Evans Group, offer an assessment of where we are now, how the market is being influenced by various factors, and what investors should be thinking about. They are interviewed by Dave Singleton, a colleague and longtime client, who asks the kinds of questions investors have on their minds right now.

In this engaging episode, Sacha and Greg share:

• Their advice on how to look beyond gloomy news headlines to stay the course and focus on what matters.


• How they see the rest of 2023 playing out – e.g., what role inflation, the healthy employment rate, a possible recession and/or government shutdown, the political climate and other business factors might play in determining market performance.


• Tips for how best to manage financial portfolios right now, including a focus on dollar-cost averaging. 

Guests:

Sacha Millstone and Greg Evans are the co-founders of The Millstone Evans Group and, together, they bring a wealth of experience to this conversation and to their clients in 37 states. Both have several decades of experience in these markets, gaining experience at some of the top investment firms in the country prior to joining forces years ago. Sacha, Greg Evans and the team specialize in retirement planning and distribution strategies, estate planning, longevity planning, ESG or socially conscious investing, charitable giving and a number of other financial planning and investment topics. To learn more about Sacha and Greg, please check out their bios:

Sacha’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=sacha

Greg’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=greg

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 


• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!

Visit The Millstone Evans Group website for more information about the company.