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Financial and Tax Planning Resources

2024 - Q1 Quarterly Keynote Thumbnail

2024 - Q1 Quarterly Keynote

The first quarter ended with a new high for the S&P 500. Earnings growth expectations helped fuel the rally, which kept going despite higher interest rates. Higher rates pushed bond prices lower, resulting in a small loss for the Aggregate index, though our clients’ exposure to shorter-term corporate bonds and alternative funds typically resulted in a gain.

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2023 - Q4 Quarterly Keynote Thumbnail

2023 - Q4 Quarterly Keynote

The fourth quarter saw year-to-date highs in stock prices, including the Dow Jones Industrial Average reaching 37,000 for the first time. The intertwined elements of lower inflation, expectations of Fed rate cuts, and lower interest rates were the primary drivers of higher stock prices and higher bond returns.

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