From ATX Portfolio Advisors:




Q4, like much of 2023, defied many expectations. The Federal Reserve's efforts to combat rampant inflation through interest rate hikes have dominated headlines with predictions of a potential recession in the U.S. economy. However, the economy exhibited remarkable resilience, and as inflation gradually subsided, the Fed not only refrained from further tightening but began hinting at dropping rates soon. This unexpected turn of events led to a massive rally in U.S. stocks in Q4, with the total market index Russell 3000 up 12.07% in the quarter.

Continue reading the Q4 2023 Review HERE...

Oh, and while there are no free lunches in the investment world, there will be one in Austin sometime in April. To make Q1 2024 a little more interesting, I'll buy lunch (in person in Austin or via gift card up to $25 if not local) for the person with the closest answer to the following questions.

  • What will be the return of the Russell 3000 index in Q1 2024?
  • Tie Breaker: If two or more have the same answer in question 1, What country will have the highest return in the MSCI All Country World IMI index for Q1 2024?
  • If more than one gets both answers right, I'll buy you all lunch!
  • Price is Right rules, closest answer without going over. All answers need to be in the comments below by 1/15/2024.

    If you would like to learn more about Accountable Wealth Management from ATX Portfolio Advisors, let's Get Acquainted.


    Principal
    jeff.weeks@atxadvisors.com
    (512) 537-5955
    www.atxadvisors.com


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