Happy 2024! In this quarter’s 20 Minutes on the Market, we cover three frequent questions:
- What’s the latest on recession fears?
- Will interest rates finally start coming down?
- How was 2023 in the stock market and what’s coming in 2024?
We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future videos!
Josh Whelan
CFP®, CLU®, ChFC®
Partner, Financial Advisor
About the Author
Josh sees his profession as a calling, not just a career. His motive for pursing financial planning was very personal. While working on a degree in marriage and family counseling, Josh’s father was diagnosed with multiple sclerosis. Josh decided then and there to change career paths to help his family prepare for an uncertain financial future. Financial planning became his path to serving others.
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.