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Chasing top investment returns can backfire. Learn 5 reasons why focusing solely on performance may hurt your long-term financial goals—and what to do instead.
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For the period November 1 – November 30, 2024.
Executive Summary
With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed.
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In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses structured notes, which combine zero-coupon bonds with options (puts and calls) linked to an underlying index like the S&P 500.
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Stocks have been particularly strong in 2024 as volatility has been near multiyear lows. That trend has reversed in recent days, following the most recent labor data releases.
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In the May 2024 edition of Markets Monthly: Strategies & Perspectives, Wealth Enhancement Group specialists Ayako Yoshioka and Gary Quinzel share economic highlights, market updates, and more.