Markets finished the year on a high note. Steady economic growth surprised many (not us), and a dovish shift in Fed posture spurred a rising tide that benefitted stocks and bonds alike. We continue to believe the themes that dominated the year, from historically concentrated markets to the sharp tightening of financial conditions, are shifting. How will these shifting tides impact the markets' momentum? How should investors be positioned to start the New Year? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full January BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Join us on January 24th as BakerAvenue's Chief Investment Officer, Doug Couden, CFA and Chief Strategist, King Lip, CFA, CMT, take a brief look back at 2023 and discuss what's in store for 2024. Register for the live webinar to hear more on the economy, earnings, and participation expansion.
With the new year comes plenty of new tax updates to consider. Key 2024 information includes updated tax brackets, higher retirement account contribution limits, legislative changes, and more. View our comprehensive tax guide to prepare for the new year and tax season ahead.
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