CWT Newsletter Q1 2024

CWT Newsletter Q1 2024 - image of a sunset on the beach with 2024 drawn in the sand

A lot has been happening with the team members at California Wealth Transitions and we thought it would be a good time to update you on all that’s been changing with our firm over the past year!

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Markets In A Minute | A Better Balance: Market Review and Outlook

2024, Stock Market and Exchange, Forecasting, Economy, Graph

As we look down the open road of a new year, the question is whether the rally that began in 2023 will continue into this year. While there are still plenty of risks (more on this below), there are good reasons to believe the rally has staying power. Still, investment opportunities may look different this year if, as we expect, the rally broadens to sectors and smaller companies that have lagged.

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Markets In A Minute: Upside of Down Markets

Markets In A Minute: Upside of Down Markets | CWT Blog

After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period.

That’s the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.

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