Markets Monthly - September 2024
Ayako Yoshioka, Director, Senior Investment Strategist
CFA® ·
Oakwood Team ·
September 22, 2024
·
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
About the author
Director, Senior Investment Strategist
CFA®
Over the course of her career in the investment and wealth management industry, Ayako has built extensive experience across portfolio management, investment research and client relations. She began her career in Institutional Client Relations and Marketing before becoming a…
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