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2023 Investment Review and 2024 Outlook
Manage episode 421029156 series 3410802
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At year end we always review market performance with our clients. In this episode, Rob Stoll, our Chief Investment Officer, shares his 2024 investment review and thoughts for what 2024 might bring.
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. 2023 Investment Review and 2024 Outlook (00:00:00)
2. What happened in 2023? (00:01:11)
3. Our mindset as financial advisors and asset managers (00:09:38)
4. What happened at the Federal Reserve Meeting? (00:13:09)
5. What changes if interest rates go down? (00:21:04)
6. What does a 2024 bullish year look like? (00:23:34)
7. What does a 2024 bearish year look like? (00:25:34)
8. Why did the Fed pivot? (00:32:26)
9. How does this change impact your time horizon? (00:40:42)
10. Final thoughts (00:47:33)
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