Understandably, many investors have been parking funds in bank accounts, CDs, and value stocks since the market topped out in 2021. When markets are struggling, short-term thinking like that is defensible.

However, when markets start to turn and begin their next bull run, like we think they have in 2023, it's time to shift back to the way we should normally approach investing -- with a long-term mindset.

In today's newsletter, we cover what's working and what's not working in the new market environment, along with some actionable steps we think investors should consider taking to get their portfolios back on track for the recovery.