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:

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April 30, 2024

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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.

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