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The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
L. Gordon Etzweiler, CLU, ChFC
CA Insurance License #0523120
FOX Financial and Insurance Services
is not owned or operated by NYLIFE Securities LLC, Eagle Strategies LLC, New York Life Insuance Company or its affiliates.
Larry Gordon Etzweiler, CLU, ChFC is an agent for New York Life and may be licensed with various other independent unaffiliated insurance companies in the state(s) of California, Arizona, Oregon, Wyoming and Tennesee. No insurance business may be conducted outside these state(s) referenced.
Larry Gordon Etzweiler, CLU, ChFC is a Registered Representative for NYLIFE SECURITIES, LLC, 1447 Ford Street, Suite 105 Redlands, CA 92374 (909) 792-4545. Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.
Larry Gordon Etzweiler, CLU, ChFC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the specific state referenced.
NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.
For additional information, visit Customer Relationship Summary.pdf