The first quarter of 2024 is drawing to a close, and amidst the buzz of the upcoming election, three key topics have been dominating headlines: the slowing of economic growth, inflation and interest rates. For investors, it's crucial to reflect on the significant economic shifts and market trends that have defined this period to navigate the upcoming months effectively. 

Watch as we break this down in a quick video. 

One of our goals this year is to provide more educational content to clients through videos like this. 

Now that you have some insights to guide you through the next quarter, let’s take a deeper dive into the three key topics discussed. 

Economic Growth and Supply Chain Stabilization 

Supply chain disruptions that have persisted over the past couple of years are finally stabilizing, coupled with a natural slowdown in demand for goods and services. This convergence is expected to result in a deceleration of growth this year, which in turn should lead to a reduction in inflation—basic economics at play. The Federal Reserve is closely monitoring these developments and has indicated a planned decrease in interest rates due to the anticipated slowdown in growth, with inflation closely tied to this economic principle. 

Implications for Investments 

What does this mean for your investments? For those with a long-term investment horizon, these fluctuations are part of the market's natural ebb and flow and should not cause undue concern. However, if you anticipate needing income from your investments in the next two to five years, it's prudent to review your portfolio's risk exposure. Conduct a thorough risk assessment to ensure your investments align with your financial goals and risk tolerance. 

Looking Ahead 

Volatility is a constant presence in the market, making it crucial for investors to stay informed and proactive in managing their investments. As trusted advisors in the areas of wealth enhancement and preservation, EmVision will continue to provide insights and education on various market trends and products that may impact you in 2024.  

We encourage you to take a moment to ensure your investment portfolios are finely tuned to match your goals and risk tolerance, especially if you anticipate using them for income over the next 5 years. Stay tuned for more updates and expert analysis to help you navigate the evolving financial landscape with confidence and clarity.  

Questions? 

Get in touch with us today to discuss your financial strategy. 

Michael Embrescia is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.