WPC Annual Meeting Summary and Takeaways
Our 2023 Recap and 2024 Outlook and Team News
WPC Annual Meeting’s Key Takeaways
- There is a difference of opinion on recession versus soft landing as the year begins.
- The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play out.
- Equity valuations, particularly the U.S. growth-oriented stocks, are above historical averages.
- “FOMO” the fear of missing out versus fundamental investing appears to still be present in the markets.
- Geopolitical risks have intensified since the beginning of the year.
- Election year jitters and the common “October surprise” will come into play in 2024.
- The WPC model portfolios are currently at neutral allocation.
- Our investment approach is to stay on the course with discipline. We will hold reserves for income clients and rebalance equities through the volatility this coming year.
WPC Team News & Events to Share
- Our service offerings continue to expand with Tax Strategies, Family Meetings, Next Generation Advising and Trust Services. You can view all of our services here Services – Wealth Planning Corporation
- We are excited to announce that we have added a new team member, Corynne Danner, as Relationship Associate. Cory hopes to grow her skills and knowledge in the industry with a focus on financial planning. She comes with 20+ years of business and client experience in the areas of marketing and program development. Prior to WPC she worked for a year with a solo adviser where her interest was sparked. Now she is looking to learn the business from the ground up and earn her Certified Financial Planner certification.
- In celebration of 40 years of business, the WPC Team will be building a list of 40 Acts of Kindness. We would like to include client stories of kindness shared with organizations near and dear. If you would like to highlight a cause, email malea@wealthp.com to have your story included on the list of 40 Acts of Kindness.
- Connect with Wealth Planning Corporation on LinkedIn to follow our financial articles, tax strategy information, and next generation financial coaching tips (23) Wealth Planning Corporation: Company Page Admin | LinkedIn
- WPC is looking forward to launching its Family Meetings and Trust Services platforms in 2024.
The advisors at Wealth Planning Corporation have been planning, coaching, and advising clients for successful retirements since 1984. Learn more about our team and our services at www.wealthp.com.
