Shamrock Newsletter - February 2024

Monthly Newsletter

February 2024

The Markets Look Positive for 2024

Short and sweet this month. The horizon for 2024 looks like decent economic growth - low probability of recession, inflation reduction and strong employment. So, it seems reasonable to imagine investments are staged for gains by year-end. Of course, there will be healthy sell-offs at some point this year that are both natural and nerve-racking. Remaining calm and optimistic are traits we can sit in right now and if things change we will reach out to you and work through anything unexpected together. Talk to you soon and thanks for staying connected.

All my best,

Will

Market updates here.

Market Thoughts -

February 2024

Brad McMillan, CFA, CAIA, MAI, Managing Principal, Chief Executive Investment Officer, shares his observations on the new year.

See the video for more.

TEAM NOTES

Will's top ten:

10 signs of aging and his attempt to offer himself grace as he comes to terms with it.

I no longer chastise myself quietly when I say, “I am going to exercise” and all I do is walk.
I am no longer fully confused when I understand listening to 80's music now is like listening to 40’s music during the 80's.
I am not mocking my wife when she complains to me about how loud a restaurant is.
I still carry cash, but I never use it!
I remember every movie I saw from 1989 until 2012 but I can’t remember the one I saw last Fall.
I wear my Hoka’s everywhere I go.
I have a small panic attack if I go to a restaurant and realize I left my reading glasses at home.
I take a picture of my parking spot in parking garages.
I listen to my daughters without any offense meant by casually mentioning I am old.
I wake up in the morning and walk a bit so I am fully lucid when I pass a mirror so I don’t get scared by the old guy who just showed up out of nowhere.

Kurt and Tammy Beat the Winter Blahs

This winter has been mild, but I’m still not a fan. You have to get out and about to keep the dreariness away. So, Tammy and I went to Paisley Park to visit the Prince Museum. Tammy is more of a Prince fan than I am, so we went to check it out. It was a very cool experience to be in the same area where so many talented people spent time together and had jam sessions. Pretty cool. I would

say if you are in the area and have not gone, you should go and enjoy the experience.

If you've been happy with

our services then the highest compliment you can

give us is the REFERRAL

of a NEW CLIENT!

If you think someone in your world would benefit from this newsletter, please pass this along or let us know and we will send it to them. We are grateful for you and any good news you can share about our work.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

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