Podcast Episode 33: 2023 Investment Review and 2024 Outlook

by Financial Design Studio, Inc. / December 26, 2023

At year end we always review market performance with our clients. In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review, thoughts on the Federal Reserve meeting, and predictions for what 2024 might bring.

Rob Stoll, CFP®, CFA; and Michelle Smalenberger, CFP®

Behind the Designs Ep. 33: 2023 Investment Review and 2024 Outlook

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

1:11 What happened in 2023?

9:38 Our mindset as financial advisors and asset managers

13:09 What happened at the Federal Reserve Meeting?

21:04 What changes if interest rates go down?

23:34 What does a 2024 bullish year look like?

25:34 What does a 2024 bearish year look like?

32:26 Why did the Fed pivot?

40:42 How does this change impact your time horizon?

47:33 Final thoughts

Links for 2023 Investment Review and 2024 Market Outlook

“Triumph of the Optimists” by Elroy Dimson, Paul Marsh, and Mike Staunton.

Read Rob’s thoughts on why we need to go back to Investing in the 1970s

Does Investment Diversification Matter Anymore?

Episode 13: Financial Advisors on the Silicon Valley Bank Failure

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.