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Chatterton & Associates

Quarterly Economic Updates

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2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. We entered the fourth quarter with strong momentum, including a healthy labor market and easing inflation pressures. We then ended the quarter with a record high for the Dow Jones Industrial Average (DJIA), as it closed over 37,000 for the first time. The S&P 500 ended the year with a gain of more than 24% and the Dow Jones Industrial Average (DJIA) ended the year up more than 13%. (cnbcnews.com; 12/29/23)

As financial professionals, we are committed to keeping you apprised of any changes and activity that could directly affect your unique situation. While 2023 rewarded our focus of being disciplined with long-term equity investments, we enter 2024 with our continued 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.

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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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