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Quarterly Financial & Investment Update

Fourth Quarter 2023
Get Informed on the Financial Markets, Investment Performance, and Economy

U.S. stocks had a strong first quarter of 2024 -- up over 10% in the first three months of the year. As interest rates rose and as the Fed likely not to cut rates as soon as previously anticipated, real estate and bonds showed weakness. Watch the video for a full recap of Q1 as well as our outlook for the rest of 2024.

Video Presentation (PDF)

Download a PDF copy of the video presentation.

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