Insight Newsletter—Summer 2024

September 19, 2024

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Our Thoughts on recent market volatility
And More

View the Newsletter.

Third Quarter 2024 Investment Commentary

Helpful Insights

Investment Perspectives

Year-End 2024 Investment Commentary Summary

The robust gains in U.S. stocks were driven by a healthy U.S. economy, moderating inflation, and rate cuts from the Federal Reserve. Of course, enthusiasm around artificial intelligence (AI) played a meaningful role, as companies associated with the theme, namely Nvidia and Broadcom, were big contributors to this year’s stellar returns.

3 days ago

Investment Perspectives

Year-End 2024 Investment Commentary

The U.S. economy and stock market proved much stronger in 2024 than many had anticipated, despite a range of concerns including geopolitical tensions, elevated stock valuations, inflation and interest-rate uncertainty, slowing growth in major foreign economies, and the uncertainty brought on by the U.S. presidential election. With all that as a backdrop, the stock market index’s strong returns were led primarily by technology names. As we head into 2025, investors will undoubtedly have plenty to watch.

4 days ago

News & Updates

Reflections at Year-End from Litman Gregory Wealth Management

As 2024 draws to a close, we take a moment to reflect on the challenges and opportunities of the past year and pause to extend our gratitude for the trust our clients place in us to help them achieve financial peace of mind and fulfill their philanthropic goals this time of year. It is with inspiration from our clients that our team focuses on remaining rooted in our communities and we highlight our firm’s support of local charities who are doing the work to make an impact.