The Real Deal Economy Q1 2024

In our “Real Deal Economy” quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs into the most recent economic news making headlines and breaks down which data points matter for your investments, and which ones are noise that you can largely ignore.

Breaking the headlines and data down to the real deal is important for investors because all too often the message the data is sending is in contrast to what investors should be doing in their portfolio. In less than ten minutes Michael summarizes the recent data, portfolio allocations, our expectations for equity and bond markets, and how we are strategically positioning portfolios for the future.

 

Subscribe and listen to our Wealthy Behavior podcast for more timely market and economic insight!

April Market Update: A Resilient First Quarter

Posted in

You May Also Be Interested In These Articles

Investing in an Election Year

In 2024, citizens worldwide will head to the polls, shaping...
Read More about Investing in an Election Year

The Impact of Military Conflict on Markets

Key Observations • Markets repriced in April on “higher-for-longer” rates...
Read More about The Impact of Military Conflict on Markets

Every Rose Has Its Thorn

Key Observations Most risk assets advanced in February as optimism...
Read More about Every Rose Has Its Thorn