A combination of favorable inflation reports and the Fed recognizing the good reports, paired with a more balanced labor market, led to strong fourth quarter results across markets in general.

2023 was dominated by financial uncertainty surrounding inflation, rising interest rates, volatile markets, and the possibility of a recession. Today, we have the benefit of hindsight. In this episode, Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, discuss takeaways from the markets in 2023, preview our 2024 market expectations, and discuss REITS, interest rates, and changes we are seeing in the residential real estate market.

We’ll discuss our asset class expectations in more detail during our 2024 Market Outlook webinar on January 17th at 12pm ET. Be sure to register and if you can’t attend live, we’ll send you the recording.

Get a head-start on your financial resolutions with our new video course and our ebook, How To Build Your Next Million! These resources highlight the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.

We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.