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The Heron

Potomac Financial Group’s Newsletter

Hello! I hope you and your loved ones have had a happy and healthy first few months of 2024. In an election year, and with clients asking about the current economic conditions, I thought March would be a good time to share a market update. This update comes from Raymond James CIO Larry Adam. I find this article particularly successful in its clear and concise updates on the growth of the U.S economy, as well as the bond and equity markets.

Take care,

Jeremy S. Dvorak,
CERTIFIED FINANCIAL PLANNER™
Potomac Financial Group

 

*An affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. All expressions of opinion reflect the judgment of the Investment Strategy Committee and are subject to change. There is no assurance the trends mentioned will continue or that the forecasts discussed will be realized. Investing involves risk, and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation. Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. Holding bonds to term allows redemption at par value. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.

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