A Sneak Peek Into Our 2024 Financial Forecast

Investing is making value decisions with partial information. Uncertainty features prominently in our lives and in money management, too. That said, it’s January, so it’s time for me to explain Concord’s approach to 2024’s investment landscape. I want to personally invite you to join me and Concord’s CEO Wade Lopez for a comprehensive 2024 Financial Forecast broadcast on January 16 at 6PM.

Our Forecast presentation will cover several key topics integral to how we think about investments and the opportunities we see this year.

1. Inflation’s Aftermath: Is inflation really behind us, or will it return amid geopolitical events? What’s the Fed’s path forward, and what does that mean for your investments?
2. The Wall of Worry: Investors always have reasons to defer investing in the stock and bond markets. We’ll discuss what’s building the wall of worry in 2024 and how we think about these risks.
3. 2024 Outlook: We’ll recap 2023 briefly and go on to the dangerous job of making predictions about the future.

As Yogi Berra might have said, “It is difficult to make predictions, especially about the future!” That said, spending 30 minutes with us will provide valuable insights and ensure you understand the broad themes underpinning our framework for investing in 2024.

Our goal at Concord Wealth Partners is to empower you with knowledge and tools to make informed investment decisions. I strongly encourage you to register for the livestream by clicking here. It is more than just an event; it’s an opportunity to understand how we think about the world, markets, and our clients.

Thank you for placing your trust in Concord Wealth Partners. We look forward to continuing to serve you.