As we wrap up 2024, Ballast is here to clarify the major financial themes shaping this year and what they could mean for the future. Listen to conversations from Ballast advisors John Boardman, Andy Reynolds, Cameron Hamilton, Brian Burton, and Frank Yozwiak as this year-end review offers insights into:
- 00:00:00 Begin
- 00:00:38 1️⃣ Markets since COVID: How far we’ve come and what’s ahead.
- 00:08:23 2️⃣ Historical Valuations: Lessons from the past to guide the future.
- 00:24:23 3️⃣ The Federal Reserve and Rates: Interest rates and their implications for investors.
- 00:31:08 4️⃣ Tax reform updates: How changes could impact your financial planning.
- 00:38:34 5️⃣ U.S. debt: Understanding its growing role in economic stability.
- 00:49:59 6️⃣ Tariffs and global trade: Navigating the complexities of international markets.
- 00:55:40 7️⃣ Artificial Intelligence: How AI is transforming industries and portfolios.
- 01:06:27 8️⃣ Recap and how to connect with our team.
At Ballast, we’re dedicated to helping you stay informed and prepared. Together, let’s face the challenges and opportunities of the new year with confidence.
If there’s anything we can do to help you reach your financial goals, please don’t hesitate to reach out.
