Shamrock Newsletter - December 2023

Monthly Newsletter

December 2023

Markets rebounded last month - just in time for the holidays.

November was a strong month in the equity markets. December is likely to be positive but probably a bit softer. The economy is on solid footing for the most part. There are still some possibilities of inflation that we need to watch for and we also can’t forget the tenuous nature of wars in Ukraine and the Middle East. At this time of year, I wish each of you a happy and healthy time with the people you love. Look forward to catching up soon.

All my best,

Will

Market updates here.

Market Thoughts - December 2023

Brad McMillan, CFA, CAIA, MAI, Managing Principal, Chief Executive Investment Officer, shares his observations on the positive market rebounds in November and that inflation may continue to soften. Despite very real concerns, there are bright spots for the upcoming months. Just in time for the holidays!

See the video for more.

TEAM NOTES

Will's Top Ten "Friends" on His Imaginary Celestial Facebook

I have this daydream of a social media platform made up of people who have passed away. I could connect with them, as if they were alive in some cosmic home, catch up with them, learn a thing or two and add to my network of cool people I already know – like you!

Here are the top ten “friend” requests on this fictional platform that I would send:

Nancy Berigan (my mom)
John Robert Berigan (my dad)
Tim Russert (I’d ask him to explain our political landscape)
Ralph Ellison (I’d ask him 50 questions about my favorite novel of all time)
Toni Morrison (I’d ask her to read all her books in her voice to me)
Bill Russell (I’d ask him why he loved golf so much)
Mother Theresa (I’d ask what her crisis of faith was and how did she overcome it)
Muhammad Ali (I’d want to know what Parkinson’s took from him)
Abe Lincoln (I’d ask if there was more for me to read that he has written)
Jimmy Hoffa (I’d ask where are you and what happened)

Kurt’s Thanksgiving Kudos

Tammy and I hosted Thanksgiving this year. I really enjoy Thanksgiving as it seems to be the calm before the Holiday storm!

This year, Tammy put a roll of brown paper on

our dining table asking our family members to

write what they are thankful for. I liked that

idea, and even received some kudos that are captured forever! 😊

Wishing you and yours a

magical holiday season!

~ Heidi

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Will Berigan CFP® Wealth Advisor Shamrock Wealth Management | shamrockwm.com