New Year, New Review – January 2024

New Year, New Review – January 2024

A new year is always a great time to review your financial goals. Having a plan to follow helps keep investors focused during times of market volatility. Being able to stay the course during good times or bad is half the battle to building long-term wealth. If you have not reviewed your financial picture recently, we encourage you to do so! We are always available for questions or to set up portfolio review meetings. Happy New Year!      

 

The selloff in markets continued in the third quarter. Below is performance data on various indices for the quarter.
After a wild week of trading in the markets, a few paragraphs from our April 2022 essay couldn't be more appropriate. The full Newsletter can be found here: KLCM Newsletter. With the future seeming incredibly uncertain and the investment landscape…
The first quarter of 2022 is now in the books. Below is performance data on various indices for the quarter.
Spring is here!  Spring is always a great time for a portfolio review.  Whether it’s a review of current holdings, updating your advisor on changing cash needs, or a simple assessment of your allocation, this is a good time of year to touch base…
As expected, the Federal Reserve raised interest rates by 0.25% at their meeting Wednesday, March 16th.  The median dot plot, the forward view of rate increases projected by policymakers, now expects six additional hikes in 2022 and 3-4 in 2023,…
On Friday, February 04, 2022, the Labor Department reported that the U.S. economy added 467,000 jobs in January.  This far exceeded expectations of near-zero additional jobs.  The unemployment rate increased to 4% from 3.9%, indicating more people…