October 24, 2024

Market Update Q3 2024

Colton Tickle

Mike Eklund

Here’s a video of our third quarter 2024 Market Update, where we discuss the following topics:

  • The latest long-term market summary
  • Strong returns for US stocks, international stocks, and real estate
  • S&P 500 performance has been mixed
  • Why a stock peak isn’t a cliff
  • The bumpy road to the market’s long-term average
  • The market and US Presidential elections
  • Federal funds rate expectations
  • Investor behavior: Mind the Gap
  • Vanguard’s expected returns
  • Financial Symmetry’s three-step investment process

Past Market Updates:

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October 24, 2024

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Colton is one of our new Client Service Associates. He joined us as an intern in August 2016 and recently graduated from North Carolina State University. Colton assists our team with overall client services and operational support with a focus on trading and asset movement. He is also a new, direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.

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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