Kovitz Newsletter 1Q24
MARKET INSIGHTS
Markets will always move fast. That is what they are designed to do. But, like the eternal march of scientific advancement, progress towards our financial goals happens slowly and erratically, yet steadily and undeniably progress does occur if not interrupted unnecessarily.
CORE EQUITY COMMENTARY
This is a time to disregard the fear of missing out and to be highly diligent and manage risks appropriately. This is accomplished by sticking to our clients’ well-thought-out target asset allocations and rebalancing when appropriate.
FIXED INCOME COMMENTARY
The economic and market outlook remains uncertain. With interest rates likely to fluctuate, stocks near record highs, and a general sense of complacency, we believe a focus on lower-volatility fixed income strategies is prudent.