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As you will see in some of the Market Update details below there are several reasons to feel like we are firmly on strong economic ground this November. Risks internationally are still worth paying attention to and our national politics have played into the collective uncertainty. The market is wrestling with when rates will be cut and by how much. The year in the markets has been strong and will likely finish keeping much of the strength we prefer. As we wind down 2024, we will keep our eyes on the start of 2025 and stay focused on some inevitable uncertainty. Stocks are expensive right now but won’t stay that way forever. We will be watching. No need for worry at this time. A stance we may take, with sound input from many experts, is that in the first quarter we recommend rebalancing to take advantage of the current strong pricing in the stock market.
In the meantime, have a wonderful Thanksgiving. I hope you find yourself spending time with those you love the most. I look forward to the next time we talk and as we move ahead, I will pause briefly to extend how thankful I am for all of you and your support for Shamrock.
Warmly,
Will
PS: No top ten this month. There is only a top 1! The best part of Thanksgiving is a post celebration
Turkey Sandwich. I can’t wait.
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