Climbing the Wall of Worries

Published on October 31, 2024

Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.

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Lido Advisors Acquires $600M Colorado RIA Platte River

October 31, 2024
With this and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion.

Lower Forward Returns Are A High Probability Event

October 31, 2024
I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs’ recent warnings of 3% annualized returns over the next decade.