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VeraBank Updates

Wealth Management

 

Q1 2024 Market Review

A look at first quarter financial trends, challenges, and opportunities.

As we step into the second quarter of 2024, we are excited to share our VeraBank Wealth Management Q1 2024 Market Review. The report includes market commentary, global stock and bond market performance data, and a timeline of events for the quarter. With insight from our advisors, we’ll help keep you abreast of key market trends and dynamics that may impact the financial market and your investments.

We also invite you to explore the market review to learn about:

  • What took place in financial markets and the economy over the prior quarter
  • Return data for major asset classes
  • Current views on the market
  • Maximizing your after-tax return

Amid numerous uncertainties for this year – elections, ongoing geopolitical tensions, inflationary pressures, and the Federal Reserve's cautious stance on interest rates – financial markets are facing an increased possibility of heightened volatility. With this at the forefront, it’s important to have a thoughtfully designed and managed investment process that looks beyond the news headlines and focuses on the important role each asset plays in your overall portfolio. That’s where VeraBank Wealth Management Wealth Advisors can help.

Would you like a review of your wealth management strategy? Explore VeraBank Investment Services or schedule an appointment with an advisor.   
 

Disclosure
Securities provided by VeraBank Wealth Management are not deposits of VeraBank, are not FDIC insured, have no financial institution guarantee, and may lose value.

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