Lake Oswego, OR

In January, Fed Funds futures, which imply the market-based odds of a Fed rate move, were only pricing in one and a half rate cuts for 2025, meaning that sticky inflation and a healthy job market made aggressive economic loosening unlikely.

We want to thank each and every client for your trust in our process, for your business, and for allowing us the opportunity to manage your investments and exceed your expectations when it comes to the service you’ve grown to expect over the years.

We’d like to remind you of some financial matters that should be addressed prior to year-end. We encourage you to complete year-end money movements such as required minimum distributions, gifting to individuals, and gifting of stocks to charities by December 2, 2024.

2024 is a presidential election year, and as such, we have been receiving questions about our views on the election’s potential impact on markets and client portfolios.