Q4 2024 Market Review - An Analysis of Market Dynamics

The fourth quarter of 2024 was marked by significant volatility across global markets, as reflected by the performance of the MSCI All Country World Index. We navigated through a landscape shaped by a major shift to the right in US politics, higher inflation, and a stronger US dollar. The Federal Reserve signaled fewer rate cuts on the horizon which led to a subdued finale to what otherwise was a very strong year in the markets…

The Three-Legged Chicken of Investments: Why Guaranteed Products Aren't Always What They Seem

Have you heard the tale of a three-legged chicken? It serves as an apt metaphor for the "too good to be true" products marketed to unsuspecting investors. Recently, a client of mine was reminded of this tale when dealing with a complex Guaranteed Minimum Withdrawal Benefit (GMWB) variable annuity. Sold by a "friend" years ago, this annuity promised guaranteed income and stock market growth. Unfortunately, it turned out to be more of a cautionary tale than a golden goose.

Years later, the underlying investment value hadn't grown significantly. My client had been paying high annual fees—over 2%—which steadily eroded returns. When he wanted to move the account, he faced hefty surrender penalties, as high as 7%. Thankfully, we found a solution that helped him preserve his investment, but it underscored the dangers of chasing unrealistic guarantees.

For anyone considering "guaranteed" products, let me share a story about a chicken...