Mid-Year Market Review, Q2 Recap + What Lies Ahead | Second Quarter, 2024

by: Brad Swinsburg, Partner + Chief Investment Officer

July 9, 2024

While each quarter brings its unique challenges and opportunities, the mid-year point is particularly tricky. At six months in, we might feel we have a grasp on how the year is shaping up, but with another half-year to go, anything can happen—especially in an election year. In this video, we review the latest quarter and year-to-date period, as well as provide insights and considerations for the upcoming second half of the year. 

Q2 Recap + What Lies Ahead

Navigating the financial markets this year has been challenging. Bonds have struggled after a late rally last year, while stocks have maintained positive momentum, led by U.S. large growth and emerging markets. Watch this video for a review of recent trends and insights into what lies ahead.

As always, we are available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Read more from our second quarter Your Family’s CFO Reporthere.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.