April 30, 2024

Market Update Q1 2024

Grace Kvantas

Mike Eklund

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:

Share

Posted

April 30, 2024

Category

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.

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.

Market Outlook

Heavy Weights: The Real Story Behind Current Market Concentration

February 20, 2025

Market Outlook, Podcast

Fighting FOMO in Your Portfolio, Ep #233

February 4, 2025

Take Charge of your Finances

2025 Contribution Limits

January 27, 2025

Learn how to balance your retirement

Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.

Subscribe

Get weekly updates with our latest blog posts.

CONTACT

5438 Wade Park Blvd,
Suite 310
Raleigh, NC 27607

Phone: 919-851-8200
Fax: 1-888-494-7878

QUICK LINKS

ASSOCIATIONS

SUBSCRIBE

Get weekly updates with our latest blog posts.

Download our Form ADV | Download our Form CRS

© Financial Symmetry, Inc. All Rights Reserved. Privacy Policy | Terms and Conditions | Opt-Out Preferences