Join Julina and Bob Paolucci, Founder and CEO of Principle Wealth Partners, as they reflect on the critical events of 2023, laying the groundwork for what lies ahead in the upcoming year. They will discuss the challenges faced in the past and the anticipation of a more normalized 2024, offering insights and thoughtful analysis for this year.Show highlights:Beginning of the bull market (2:31)Big Wall Street firms were wrong. . . again (3:50)What Principle Wealth Partners was saying in 2023 (5:11)Rolling recessions and recoveries continue (6:23)Inconsistent data defined the 2023 economy 8:16)The fed got it right. . . in 2021 (12:51)Looking ahead to 2024 (14:17)The path for interest rates (17:19)Inflation below 3% is on the horizon (20:35)Earnings drive return (24:21)Cash on the sidelines (26:47)Small over large in 2024 (34:15)The average stock is cheap (35:45)Year-end rallies create momentum (44:21)Bonds are back (45:50)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- [email protected] https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieFor the webinar in its entirety:https://www.youtube.com/watch?v=J-pVezahHfAThe information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related