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K&B 2024 Year in Review Thumbnail

K&B 2024 Year in Review

As we reflect on the past two years in the equity market, it is evident that resilience has been the defining trait. Despite initial challenges, the market has shown remarkable strength, culminating in the recent milestone of the S&P 500 reaching all-time highs. While global uncertainties persist, including geopolitical tensions and economic fluctuations, investor sentiment remains buoyed by the anticipation of an impending reversal in the interest rate cycle and the sustained robustness of the economy, particularly in the United States.

Looking ahead to 2024, we approach the year with cautious optimism.  Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.

This year, we are thrilled to introduce a series of exclusive Kimelman & Baird client events, focusing on topics that are both relevant and timely. From Cybersecurity to Politics (given the election year), Artificial Intelligence, and Philanthropy, these virtual gatherings will feature insights aimed at empowering you with knowledge and strategies to navigate the complexities of today's world. Our inaugural Cybersecurity event is scheduled for March 12th, 2024, and we will provide further details as additional topics are finalized throughout the year.

In our continuous pursuit of enhancing our clients financial well-being, we are pleased to announce a new service offering: the management of employer sponsored retirement plans (401(k) and 403(b) accounts for eligible clients via BrokerageLink. We recognize the importance of streamlining and optimizing your financial assets, and we are excited to help our clients achieve greater financial security and success.

We also invite our clients to connect with us online through our website, kimelmanbaird.com, and our social media channels on LinkedIn, Instagram, and Facebook. Here, we share insights, updates, and relevant content, providing our clients with valuable resources to stay informed and engaged with our firm's rich 57-year history and mission.

We are deeply grateful for our clients continued support, and we look forward to serving them in the year ahead.

Kimelman & Baird, LLC does not offer legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profitor protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.