Steve Dean, CFA® and Tim Hamilton, CFP® discuss the current state of the market and why it matters to your portfolio.
During the final Compound Conversation of 2023, we explored key developments across public and private markets, geographies, industries, asset classes, and more:
→ The current state of the market.
→ Themes from 2023.
→ Expectations for 2024.
Whether or not you're a seasoned investor, this insightful discussion will help you cut through the noise of recent economic and market activity and focus on what matters most.
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.