We understand that financial planning isn’t always top of mind – but it is for us! Read our commentary to learn Marshall's perspective on the latest financial trends and changes.
Marshall Wealth IQ is aimed at sharing insightful financial market and economic data in easy to visualize charts with brief analyses. This commentary isn’t designed as a call to investment action, but rather as a source to help you feel better informed about current events in today’s market and the underlying trends impacting current wealth.
The confidence that permeated markets since the Fall has been given a reality check in recent weeks as factors that helped drive the powerful 2023 year-end rally have shifted from a tailwind to a headwind. Add geopolitical risk to the fray, and suddenly markets are facing a ‘wall of worry’ as investors grapple with staying invested vs. taking profits.
In investing, we are often reminded that financial markets and economies differ. This dynamic seems true today, as
one of the biggest challenges markets face appears to be an economy that is too strong. Admittedly, that is likely as strange a sentence to read as it is an unusual one to type. However, with financial markets losing sight of the broader economic forest for the narrower narrative trees, recent volatility isn’t all that surprising.
It’s impossible for anyone to know with certainty what will happen today, tomorrow, or even a minute from now. Investment involves risk and volatility; it’s why long-term investors have historically been rewarded with excess returns relative to cash. Our investment department monitors market data and works with our wealth advisory teams to right-size portfolios should something change relative to long-term trends. In the meantime, we’ll continue to share financial and economic data we believe is insightful and relevant to your wealth to help you feel informed.
Thank you for reading; please be well and stay healthy.
Sincerely,
Disclosure:
Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.
This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.
For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.
