March Madness and Quarterly Performance

Coachable Wealth

If you're feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It's like trying to predict the outcome of the NCAA national championship with constantly changing rules and players.

In this episode:

• Engage with the March Madness excitement as the hosts share their NCAA basketball tournament picks and potential upsets for an exciting tournament experience.
• Understand the impact of interest rates on stock market trends to make informed investment decisions.
• Gain insights into tax-beneficial savings before the tax deadline.

First Quarter Review and Second Quarter Outlook

Follow along as Jon, Cody, and Sean reflect on financial performance in the first quarter of 2024. Find out what they found surprising and not so surprising, and their outlook for the second quarter. Find out why the Magnificient Seven is now the Fab Four as well as the advisor's grounded expectations, inflation moves, real estate outlook, and expected interest rate decreases in the near term.

Relevant Resources:

https://www.wsj.com/finance/stocks/the-stock-markets-magnificent-seven-is-now-the-fab-four-2dff87ac?mod=hp_lead_pos1

https://www.msn.com/en-us/money/markets/the-stock-market-had-a-great-start-to-the-year-what-history-says-happens-next/ar-BB1kJbRv?ocid=windirect&cvid=fdc025a7257b4483ac6383573093f1e5&ei=12

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn