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Lessons from a Banner Year: How 2024 Shaped the Investment Landscape
Welcome back to the Dollar Wise Podcast! In this episode, Jason takes a deep dive into the key financial events of 2024. From understanding the S&P 500's stellar 25% performance to exploring the nuances of inflation, unemployment, and GDP growth, Jason provides a comprehensive reflection on a remarkable year for both the stock market and the economy. He also tackles pressing questions about investment strategies, including the role of diversification, the pitfalls of over-relying on dividends, and how to align your portfolio with your long-term goals. If you're wondering how to stay grounded in the face of market unpredictability, this episode is for you.
Tune into this episode to also learn:
- Why 2024 was a standout year for the S&P 500 and what contributed to its success.
- How inflation and unemployment trends impacted the broader economy.
- The ongoing challenges in the bond market and what it means for diversified portfolios.
- The historical performance of dividend-paying stocks versus a total return approach.
What we discussed
- [00:00:00] An overview of 2024's financial landscape, including S&P 500 growth and economic indicators.
- [00:01:45] Key factors behind inflation stabilization and its effect on the market.
- [00:04:57] Challenges in the bond market since 2022 and its interplay with rising interest rates.
- [00:07:45] The appeal and misconceptions of dividend-focused investment strategies.
- [00:11:23] Historical data on dividend stock performance versus total return strategies.
3 Things To Remember
- The S&P 500's 25% growth in 2024 highlights the importance of long-term investment strategies over short-term predictions.
- Diversification remains a cornerstone of resilient portfolios, even when certain asset classes, like bonds, underperform.
- Overweighting dividend-paying stocks may seem appealing, but historical data suggests that a total return approach often yields better results.
Useful Links
Connect with Jason Gabrieli: LinkedIn
Like what you’ve heard…
Learn more about HFM HERE
Schedule time to speak with us HERE
View all episodes
By HFM Investment Advisors, LLC
5
77 ratings
Welcome back to the Dollar Wise Podcast! In this episode, Jason takes a deep dive into the key financial events of 2024. From understanding the S&P 500's stellar 25% performance to exploring the nuances of inflation, unemployment, and GDP growth, Jason provides a comprehensive reflection on a remarkable year for both the stock market and the economy. He also tackles pressing questions about investment strategies, including the role of diversification, the pitfalls of over-relying on dividends, and how to align your portfolio with your long-term goals. If you're wondering how to stay grounded in the face of market unpredictability, this episode is for you.
Tune into this episode to also learn:
- Why 2024 was a standout year for the S&P 500 and what contributed to its success.
- How inflation and unemployment trends impacted the broader economy.
- The ongoing challenges in the bond market and what it means for diversified portfolios.
- The historical performance of dividend-paying stocks versus a total return approach.
What we discussed
- [00:00:00] An overview of 2024's financial landscape, including S&P 500 growth and economic indicators.
- [00:01:45] Key factors behind inflation stabilization and its effect on the market.
- [00:04:57] Challenges in the bond market since 2022 and its interplay with rising interest rates.
- [00:07:45] The appeal and misconceptions of dividend-focused investment strategies.
- [00:11:23] Historical data on dividend stock performance versus total return strategies.
3 Things To Remember
- The S&P 500's 25% growth in 2024 highlights the importance of long-term investment strategies over short-term predictions.
- Diversification remains a cornerstone of resilient portfolios, even when certain asset classes, like bonds, underperform.
- Overweighting dividend-paying stocks may seem appealing, but historical data suggests that a total return approach often yields better results.
Useful Links
Connect with Jason Gabrieli: LinkedIn
Like what you’ve heard…
Learn more about HFM HERE
Schedule time to speak with us HERE