The market year-to-date has brought along some major changes worth reflecting on. Rising interest rates, inflation, a bolstered tech sector and an uncertain path forward into 2024.

On the latest episode of Advance Your Wealth, we’re looking back at Q3 and forward to Q4 and beyond. We discuss market trends, Mega Cap Tech, how Konvergent Wealth Partners defends its clients portfolios, and where the market appears to be heading in 2024.

Timecodes:

0:06 - Introduction and overview on the topic of the show

1:19 - What are some high level year-to-date trends the Konvergent team is noticing?

2:28 - What's moving the S&P...the Magnificent Seven?

3:15 - What caused the major market moves in August?

4:36 - Mega Cap Tech and Impact on the Market as a whole.

6:23 - The Search for Safe Staple Stocks May Surprise You.

7:19 - 3rd Quarter Earnings vs. Expectations for the Future.

9:45 - Q4 and Excess Savings...What to Expect.

11:05 - How Well Do Valuations Predict Market Prices?

12:07 - Earnings Yields vs. Real Inflation Adjusted Interest Rates

13:25 - How Portfolios Stay Ahead of the Curve.

15:05 - Closing Remarks and How to Connect with Konvergent Wealth Partners.

16:05 - Disclosures.

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