Year End Market Highlights & Outlook
Inflation on a downward path
The CPI inflation rate has now dipped below short-term interest rates, which has historically amplified core bond returns over the following year.
Fed potentially now on pause, illuminating stock & bond opportunities
Historically, both U.S. stocks and core bonds have outperformed money market funds by 18.7% and 8.3% when the Fed pauses, meaning now may be the sweet spot for both asset classes.
Consistent stock returns across election cycles
With the 2024 U.S. election coming up, staying invested for the long-term still makes sense, as stocks have continued to rise regardless of which party was in power.
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Disclosures: All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Illustrated returns do not represent the performance of Aegis Wealth Management, LLC, or any of its advisory clients. Advisory services are offered through Aegis Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Content should not be regarded as a complete analysis of the subjects discussed and should not be viewed as an offer to buy or sell the securities discussed. It should not be viewed as personalized investment advice. You should consult with a professional advisor before implementing any strategies discussed. All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark. Illustrated returns do not represent the performance of Aegis Wealth Management, LLC, or any of its advisory clients.