Summer 2024 Outlook
As we step into the summer of 2024, it’s essential to assess the current state of the stock and bond markets.
1st Quarter 2024
Key takeaways
► Stellar stock performance
► Sticky inflation
► Fewer Fed Rate Cuts (if any)
► Government debt tremors
► Add to stocks on pullbacks
4th Quarter 2023
Key takeaways
► Market goes gangbusters
► It’s Goldilocks for now
► Recession still possible
► Smaller stocks getting some love
► Ride the front-end of the curve
3rd Quarter 2023
Key takeaways
► Market downtrend
► Several Threats
► Growing federal debt
► Safety in bonds
2nd Quarter 2023
Key takeaways
► Stocks climb higher
► Resilient US economy
► Bull case for stocks
► Bear case for stocks
► Attractive rates in bonds
Retirement and Depression
Retirement planning often is overwhelmingly about money: Did I save enough? Will my money last? What if I live longer than expected?
1st Quarter 2023
Key takeaways
► Good quarter for stocks and bonds
► Fed buying time
► Attractive yields in bonds
► Getting paid
► Add to stocks on pullbacks
Silicon Valley Bank Collapse
Given the news headlines surrounding Silicon Valley Bank (SVB), I want to provide you with a market update.
4th Quarter 2022
October 2022 Key takeaways
► A year to forget
► Bonds look decent
► SECURE 2.0 Act of 2022
► Get paid
Year-end Financial Moves
It’s a good idea to start jotting down goals and action items for 2023. Let’s review this year and look at a few things you may still have time to accomplish.