“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
The Modera Wealth Research Team and I are happy to share our first quarter 2024 market and economic review.
Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.
It’s not unusual to get nostalgic, looking back at images or other relics of bygone days.
We have all been on flights where the pilot informs us that turbulence is ahead.
Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.
When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.
When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”
The term portfolio management typically refers to investments and how assets are selected based on one’s time horizon and risk tolerance. This process of selecting the right allocation for your investments is essential for achieving a certain market return over time.
Investment Commentary: Q2 2024
Modera’s investment team is pleased to provide our market review for the second quarter of 2024.