Investment Planning Knowledge Circle: 2024 - Shifting Gears: Interest Rates and Disinflation

5 (1 vote)

We experienced sharply higher interest rates and inflation in 2022, leading to the first bear market that didn't coincide with a recession since 1987.

Rate hikes moderated the following year as rising inflation gave way to disinflation, and stocks rallied.

What should we pay attention to as the new year gets underway?

Competency Level: Intermediate

FPA Competency: Critical Thinking

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Charles Sherry, M.Sc.

Principal

Financial Jumble

Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media.

He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.