The Real Deal Economy Q3 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.

Tune in as Michael summarizes the recent data, portfolio allocations, our expectations for equity and bond markets, and how we are strategically positioning portfolios for the future.

  • The end of the Fed’s rate hiking cycle
  • Restoring balance in the U.S. labor market
  • An update on the stock market and company earnings
  • The Magnificent 7 and market concentration
  • Why a diversified fixed income portfolio is imperative, especially now
  • The value of putting your politics aside when investing for the long-term

Watch the replay of our 2024 Fall Market Outlook by clicking the image below.

Fall market outlook 2024

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

October Market Update 2024

PERSONALIZED WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE

To get the ball rolling, send an email to hfsletstalk@heritagefinancial.net or complete this form.

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