What’s Traction Reading? January 2024

Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too.

Bob Heykoop’s Choice: First Trust – Housey’s Income Insights

Hopefully we can all say “Happy New Year” as we look forward to 2024 in the fixed income markets.  William Housey, CFA shares some great data with us in his 2024 Q1 Income Insights.  “After all, the bond market is now pricing in approximately 150 bps of rate cuts in 2024”

Evan Barnes’ Choice: Russell Investments – 2024 Global Market Outlook

Has the Federal Reserve accomplished their goal of a soft landing (slower economic growth, lower inflation, and avoid recession)? Russell investments thinks the market may be getting ahead of itself by claiming a soft-landing victory. Read about this and more in Russell Investments 2024 Global Market Outlook executive summary.

Andrew Rhoads’ Choice: Kiplinger – Two Keys to a Happy Retirement: Health and Wealth Plans

In this article you will see why your health and wealth should work in harmony.  Start planning today to make sure you will be both physically and financially healthy and are on track to enjoy a long retirement!

Pete Koury’s Choice: LPL Financial – Client Letter

LPL’s Jeff Buchbinder has an optimistic outlook  for another profitable year in 2024.  Read the attached to understand his thoughts.

*Certain information contained herein has been obtained from third party sources and such information has not been independently verified by TFP. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by TFP or any other person. While such sources are believed to be reliable, TFP does not assume any responsibility for the accuracy or completeness of such information. TFP does not undertake any obligation to update the information contained herein as of any future date.

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