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2024 4th Quarter Newsletter

Published by Zach on January 8, 2025January 8, 2025

Q4 NewsletterDownload

Categories: Quarterly Newsletter

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Quarterly Newsletter

2025 1st Quarter Newsletter

International markets and bonds have provided the most stability this quarter, with the MSCI International Index gaining 6.35% and bond prices rising due to falling interest rates. Portfolios that are diversified across asset classes and geographies have held up the best.

Quarterly Newsletter

2024 3rd Quarter Newsletter

Crime related to fraudulent new accounts is responsible for 80% of all identity fraud reports. If you haven’t already, consider freezing your credit at TransUnion, Experian, and Equifax to help prevent unauthorized credit cards and loans being opened in your name.

Quarterly Newsletter

2024 2nd Quarter Newsletter

A recent Vanguard study highlighted the difficulty in market timing: If an investor invested $100,000 from 1996 to 2024 into a balanced 60/40 portfolio and left it alone, it would be worth $865,000. If they tried to time the market and missed out on just the best 5 days, they would be left with $659,000. Similarly, they would have $540,000 if they missed just the best 10 days.

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