Market Update Q1 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following:

  • Market updates over the last 1, 5, and 10 years
  • Strong returns for US stocks
  • Should you make changes to your portfolio in a presidential election year?
  • Historical performance of US stocks compared to foreign developed stocks
  • The importance of diversification in your portfolio
  • Should you change your investment approach when interest rates are high?
  • Forward-looking return projections for the next 10 years
  • Financial Symmetry’s investment approach

Past Market Updates:

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