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Markets Monthly - September 2024

, CFA®

09/22/2024

17 minutes

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In the September 2024 edition of “Markets Monthly: Strategies & Perspectives,” members of Wealth Enhancement’s Investment Management team Ayako Yoshioka and Gary Quinzel share economic highlights, market updates, and more—including the impact of the Fed’s recent announcement that interest rates will lower by 0.5%.

If you have further questions about how the current economy and market environment could affect your financial plan, reach out to a Wealth Enhancement advisor today.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing involves risk, including possible loss of principal.

2024-5171

Portfolio Consulting Director

Los Angeles, CA

Over the course of her career in the investment and wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities.

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Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.