Evaluating the State of the Economy and Post Bear Market Opportunities

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In our latest strategy update, members of our investment policy committee discuss possible interest rate cuts, positive GDP, AI, the upcoming election cycle, and more. Our panel looks at the year ahead and discusses the biggest stories impacting markets.

James E. Demmert, Founder–CIO, provides some context on the current market environment and the year ahead. Benjamin Armellini focuses his discussion on potential interest rate cuts. Lily Taft, CFA, speaks on GDP reports and the impact of AI. The panel also discusses our current portfolio and the upcoming election cycle.We hope you find our most recent video strategy update helpful!

Please feel free to contact your advisor or anyone on our team if you have any questions. Additionally, we encourage you to share this with a friend or family member who may also benefit from this information.