October 16, 2024
Starring:
Ann Vaeth, Business Development Specialist
Brian Davies, Chief Investment Officer
Chris Cogliano, Portfolio Specialist & Investment Manager
In this long-form Market Update, Brian, Chris, and Ann give an update on the state of the markets, reviewing performance and recent economic data including inflation and GDP. Tune in to hear our predictions as 2024 comes to a close.
As always, please reach out with any questions!
Chart: Two-year returns
Disclosures
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
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