Market Update Q1 2024

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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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Mike Eklund

Mike Eklund is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has an MBA in Finance and the Chartered Retirement Planning Counselor designation. He is an active member of NAPFA, is the co-host of Financial Symmetry's podcast, and has been quoted in various industry publications.

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Grace Kvantas

Grace is a partner and Certified Financial PlannerTM with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.

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