State of the Market - December 2023

Steve Dean, CFA® and Tim Hamilton, CFP® discuss the current state of the market and why it matters to your portfolio.

​During the final Compound Conversation of the year, we explored key developments across public and private markets, geographies, industries, asset classes, and more:

• The current state of the market.
• Themes from 2023.
• Expectations for 2024.

​​Whether or not you're a seasoned investor, this insightful discussion will help you cut through the noise of recent economic and market activity and focus on what matters most.

Compound Conversations is an educational series aimed at facilitating a discussion that’s relevant to entrepreneurs, professionals, and retirees. Compound Planning blends the personal touch of a dedicated wealth advisor with a beautiful digital dashboard to create a magical planning experience you won’t find anywhere else. With the Compound dashboard, you can work with your Advisor to create and implement a comprehensive financial roadmap tailored to your needs. Our platform offers a holistic view of your finances, allowing you to plan and track progress all in one place in addition to a spectrum of services from tax filing to alternative investing. 

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