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Dear Clients and Friends, We are proud to bring you the second edition of our expanded newsletter. We invite you to explore our updated tools and recent educational content. April was “Financial Literacy Month” and Rob Rickey and I were honored to be featured in two video presentations on various financial topics. We also produced several new blog posts – including one on improving your financial safety with credit freezes when necessary. It seems like every day there is a notice of a data breach somewhere in the world. It is an unfortunate fact of life that we must learn how to deal with them. Please check it out! The first few months of 2024 have brought about some new developments in financial markets, highlighted by changing expectations for interest rates. As always, challenges and opportunities exist simultaneously, and both must be considered when making investment decisions. Our included quarterly review outlines our thoughts in more detail. If you would like more frequent information, please use the link below to sign up for our weekly market updates. Thank you for your continued trust in StraightLine and please don’t hesitate to reach out with any questions.
Important Reminder At StraightLine, your financial well-being is our priority. If there have been any updates or changes in your financial situation since you last met with your Financial Advisor, it is important that we meet with you as soon as possible. We ask that you please contact our office at 248-269-8366 or email us [email protected] to schedule a meeting, so we can review those changes together.
Here are a few highlights from the blog that might be of interest to you: Subscribe today!
StraightLine In the News
Watch the video here. Market Updates  Save the Date! Join us on Thursday, June 13th at 2pm ET on ZOOM for an interactive, one hour discussion of market events and updates on investment issues most important to you. Brought to you by StraightLine and SkyView Investment Advisors. Add this link and information to your calendar: https://us02web.zoom.us/j/85758675798 Meeting ID: 857 5867 5798 If you missed the March Virtual Quarterly Update, watch it here.
First Quarter 2024 Update Yes, we are in a bull market. No, it is not a bubble. At least not yet. We spent most of the latter part of last year talking about how markets were poised to turn, and if recent returns have not changed the minds of any remaining bears, nothing will. Of course, this does not mean we are saying throw caution to the wind, we are always mindful of risk. However, with the prevailing negativity, we want to take the opportunity to reaffirm our bull market view. In this area, it seems as though sentiment has improved in recent months. Even though inflation is proving to be sticky around current levels, hard data continues to paint the picture of a solid economic environment and corporate earnings continue to point towards solid growth. As we entered 2024, the view was that inflation would continue to moderate, allowing the Fed to turn its attention to the labor market and business cycle, where it could judge the state of the economy and act accordingly. While inflation has not slowed much recently, few could have expected a complete lack of any noteworthy economic weakness. If anything, the data might be signaling a renewed acceleration and the lack of a need to cut rates. As this is happening, the Fed might be sharing more of the spotlight with the economy in the view of investors. Read the rest of the Update here.  Copyright© 2024 StraightLine Group, All rights reserved.
Mailing address: 165 Kirts Blvd., Suite 100 • Troy, MI 48084 StraightLine, LLC is a registered investment adviser. Information presented is for educational purposes and is only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. StraightLine has reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience, has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding StraightLine’s services, investments, or client experiences. All marketing has presented information in a fair and balanced manner. Past performance of information presented should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. StraightLine does not give tax, legal or accounting advice, we recommend you consult a professional tax or legal representative if needed. By contacting us, you may be offered information regarding the purchase of insurance and investment products. The opinions expressed herein are those of StraightLine and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of StraightLine, and are only for general informational purposes as of the date indicated. StraightLine believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. StraightLine may discuss and display charts, graphs, formulas and/or specific assets which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. Investments involve risk and are not guaranteed. PROFESSIONAL DESIGNATIONS: Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Those certification requirements include education, exam, experience and ethics components--more information is available at Professional Designations. Comments are closed.
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