We’re excited to share highlights from another extraordinary year. Stock and bond markets continued their strong performance from 2023. Clients with balanced portfolios enjoyed double-digit gains and all our funds posted positive returns.
Looking ahead, we encourage some caution given the outsized influence of a small group of stocks on overall returns (U.S. mega-cap tech companies). That said, our medium- to long-term outlook remains optimistic. In our year-end video, we update you on the firm, share our market outlook, review our performance, explain how your portfolios are built to handle today’s market dynamics, and update you on our advisory services.
