Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
Key Takeaways: Although we may not be in a recession quite yet, the risk of one is high. Stock markets tend to bottom out and rebound during recessions. We are staying up in credit quality to avoid bond defaults and extending duration to position for when rates fall;...
