We’re excited to share our Q4 2024 Market Update! In this video, we cover the most pressing economic trends and market themes to watch as we wrap up the year. If you’re curious about what’s happening with inflation, interest rates, or how the market may respond during an election year, this update is for you.
Here’s a glimpse of what we discuss:
- Inflation and Interest Rates – We’ll look at recent shifts in inflation and what they mean for your financial plans.
- Rate Cuts and Market Impact – Discover how both stocks and bonds are responding to recent rate adjustments and what it could mean for your portfolio.
- The Election Year Effect – Worried about the market’s reaction to politics? We share data on market performance in election years and explain why political events don’t necessarily impact long-term investment success.
Our goal is to guide you through market trends with insights that matter to your unique goals and concerns. We hope this update helps you feel informed, confident, and prepared for whatever comes next.
Take a few minutes to watch our Q4 Market Update video. If you have questions about how these insights relate to your own financial plans, please reach out—we’re here to help!
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.