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


Andrew Flattery, CFP®

Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning. He serves young and affluent families that are working to lower their time preference and achieve financial sovereignty. Flattery is the host of The Reformed Financial Advisor Podcast, where he relates stories in Kansas City history to pivotal themes in personal finance. When he’s not helping individuals build wealth, you can catch him playing rec sports, reading Austrian economists, and spending time with his wife and three children.