Forty "W"ritings (aka our blog)

As we look to close out what has been a good year for investors regarding performance and we make the mad rush through the holiday shopping season, we wanted to offer our wish list for 2024. In this weekly, we offer our traditional spin on the 12 days of Christmas song with some things we are hopeful for in the year ahead. We admit some of these are just wishful thinking (and highly unlikely) but in the spirit of the holidays it never hurts to wish!

Weak economic data and persistent geopolitical turmoil has done little to derail the global equity rally this month.

While there still may be pain to be felt in the economy we can be thankful for equity markets in 2023.

Key Takeaways: Monetary policy typically acts on a lag. Aggressive tightening cycle starting to filter into the economy. Labor market is showing signs of weakening. Consumers are strained by high borrowing costs. Housing is paralyzed.

Key Takeaways: Credit card debt surging. Confidence falls further. Inflation expectations highest since 2011. U.S. equities lead global equity rally. Yields higher on weak auction demand. Commodities fall sharply; oil near bear market.

Year-end financial planning is a crucial practice for individuals, families, and businesses alike. It provides an opportunity to take stock of your current financial situation, review your financial goals, and make strategic decisions to optimize your financial health. Read more for essential steps to consider during your year-end financial planning.