May 2024 Market Update

In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead.

Key Takeaways:

  1. Economic Adaptability: Despite the Federal Reserve’s rate hikes, the economy remains resilient, buoyed by its inherent ability to adapt and past stimulus measures.
  2. Investment Strategy Shifts: With economic indicators showing some contraction, Brian suggests rebalancing investment portfolios, highlighting the attractiveness of bonds and a new focus on U.S.-centered stock investments.
  3. Long-Term Economic Optimism: Brian emphasizes a positive long-term outlook based on demographic trends, despite short-term challenges and higher interest rates.

We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. 

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Brian Andrew is solely an investment advisor representative of Merit Financial Advisors, LLC, and not affiliated with LPL Financial. Any opinions or views expressed by Brian Andrew are his own and are not those of LPL Financial.