Welcome to this Three Minute Talk™ for Tuesday, February 27, 2024 . I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

In case you’re in a hurry, here are three things to know right now: First, the recent hotter-than-expected read on inflation sent a one-day ripple through the markets as fears are growing that the Fed might have to hold rates higher for longer than expected. Second, money market yields continue to hold at annual rates just a tick above 5.00%. That’s healthy and is an attractive alternative to expected returns on some parts of the equity markets that carry a lot more inherent risk. Lastly, there are a lot of choices you can make while crafting your personal financial plan. But I want to pose to you what I think is the most important question to ask.

Alright, let’s jump right in – three minutes starts now.

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

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Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Please consult your personal registered investment advisor representative for additional information, including historic performance for any of the strategies mentioned in this presentation and a copy of our current Form ADV.