On March 8, 2024, Jon Courtney and Dru Brooks of Village Wealth Advisors walk their clients through the current Bull Market. By looking at the last 18 months through the lens of the prior 14 years, we can better understand where we are in the current market cycle and what we might expect from the upcoming years.
Jon and Dru also explain the Periodic Table of Investments and a special "Heat Map" version developed by VWA to visualize how portfolio management strategies such as rebalancing, distribution planning, and tax loss harvesting are planned and implemented. Finally, they review the upcoming election and likely monetary policy from the FED and the anticipated impact on portfolios.
At Village Wealth Advisors, we help clients develop a plan for living followed by a plan to fund it. From financial planning to investment management, during stable or unstable markets….our expertise will help you live worry free.
"All opinions and estimates constitute Village Wealth Advisors’ judgment as of the date of this communication and are subject to change without notice. Village Wealth Advisors does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments."