A Sneak Peek Into Our 2024 Financial Forecast
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.
- 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?
- 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.
- 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.
Disclosures: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Concord Wealth Partners, or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Concord Wealth Partners. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Concord Wealth Partners is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Concord Wealth Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or on our website. Please Note: If you are a Concord Wealth Partners client, please remember to contact Concord Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Concord Wealth Partners shall continue to rely on the accuracy of information that you have provided. Please Note: If you are a Concord Wealth Partners client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
