Q1 2024 Market Commentary

April 2, 2024

Herbein is pleased to share the Q1 2024 Market Commentary prepared by Herbein Financial Group.

In this edition, Herbein Financial Group investment advisor representative Matt Kline provides a look back at Q1 which proved to have some surprising results.

Report topics and insights include:

  • The lack of effect rising interest rates had on the market
  • Expensiveness of US Large Cap stocks
  • An answer to what's been fueling the economy
  • A deeper look at the relationship between Passive and Active investment funds
  • Equity holdings per household
  • An outlook for the remainder of 2024

For a closer look into these insights and to understand how they can be leveraged for your financial success in 2024, download the full report today! 


Article contributed by Matt Kline. Click here to learn more about Herbein Financial Group.

Disclaimer: Information presented should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. 

Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any investment decisions. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Herbein Financial Group is registered as an investment advisor with the U.S. Securities and Exchange Commission and is notice filed in such states where required. Herbein Financial Group only transacts business in states where it is properly notice filed or is excluded or exempted from registration or notice filing requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the securities regulators and does not mean the advisor has attained any level of skill or ability