Investing Insights: Macro and Markets

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Presented on January 23, 2024

Michelle Walker, CFA®, Director of Investment Strategy, Wealth Management Services
Dominic Cellitti, CFP®, MBA, MSF, Senior Manager, Private Clients Practice

While over the past year financial markets encountered their share of challenges, we’re looking ahead to what matters in markets in 2024.

Join us for our quarterly webcast, Investing Insights: Macro and Markets, for an inside look at some of the recent discussions taking place within our investment strategy team. We’ll provide context into complex topics impacting investors, offering insight into the key events of 2023, and the economic landscape looking forward. Key topics include:

  • Inflation
  • Interest rates
  • Banking uncertainty
  • Consumer spending and saving
  • Recession concerns
  • Commercial and residential real estate
  • Key opportunities in 2024

Related Topics

How a Wealth Advisor Helps with Investment Strategy When Selling a Business
Q3 Market Review and Outlook: Declining Inflation Eases Recession Fears

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