0:00 Intro
2:19 Market Recap
3:43 Topic 1: Giving the Bull Market Some Context
9:50 Topic 2: Action Steps for Investors in Early 2024
We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far.
At the same time, even though we are moving swiftly into March (and Spring soon, hopefully), there is still time for investors to take stock of their financial plan and to take some simple steps to improve their situations.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some moves you can make with your retirement accounts. This week we are stressing reviewing one type of financial contract that we know many clients and other investors are holding -- annuities. Since interest rates have risen over the last two years, there may be a great opportunity for annuity holders to "refinance" their contracts to something more favorable! Make sure you get in touch with your advisor if you are holding an annuity written 5 years ago or longer.
Topic 1: Giving Some Context to the Bull Market
Topic 2: Action Steps for Investors in Early 2024
If you would like to learn more about our strategies for getting your finances in order in 2024, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
What's Driving the Bull Market?