PracticeCFO Advisors

Inflation, Interest Rates & Investing into 2024

• by Wes Read CPA, CFP®
• January 5, 2024

Inflation is down and the stock market is rallying in response. But the Fed is exercising caution before it lowers interest rates. What does that mean for you and me? What should we be investing in right now? Paul Lipcious, CPA, serves as Partner and Senior CFO Advisor and Brandon Hobson, CFA, CPA, is Chief Investment Officer at Practice CFO. On this episode of The Dental Board Room Podcast, Brandon and Paul join host Drew Phillips for the continuation of The Dental Board Room Podcast's quarterly investment podcast series. Brandon, Paul and Drew explain why the current markets are overly optimistic and where interest rates are likely to go in Q1 and Q2 of next year. They go on to discuss what sectors they favor moving into 2024 and how they’re making decisions around equity allocations based on the current economic environment. Listen in to understand what factors might create a softening of the real estate market and learn why Brandon, Paul and Drew recommend sticking to a long-term investment strategy versus trying to time the market.

This commentary contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this commentary will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.