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Chatterton & Associates

Quarterly Economic Updates

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The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that disinflationary trends were consistent and satisfactory enough for them to finally consider monetary easing beginning this year. The S&P 500 experienced its best first quarter since pre-pandemic in 2019.

Overall, the first quarter of 2024 brought strong equity returns and bolstered investor confidence; however, we feel investors should be careful of becoming overoptimistic or complacent. We abide by our mantra of “proceed with caution.” Now is a good time to review your investments and confirm they are still congruent with your time horizon, risk tolerance, and goals. As your financial professionals, we are committed to keeping you apprised of any changes and activity that could directly affect your unique situation.

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In this issue, you'll read about:

  • Inflation & Interest Rates
  • The Bond Market and Treasury Yield
  • Investor's Outlook
  • Proactive Planning 

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