Our Q4 Trade Memo provides a roadmap for year-end investing and 2025 market readiness. Discover our latest portfolio adjustments, why we’re increasing focus on U.S. stocks, adding tactical gold allocations, and preparing for a post-election rally.

With the election season bringing uncertainty, it’s important to have a strategy in place to safeguard your financial future. In this newsletter, we’ll discuss how to navigate election-driven market volatility with confidence and make the necessary adjustments to stay on course.

The Second Quarter 2024 Trade Memo and Market Update highlights the major market movements and strategic adjustments made during a dynamic period marked by geopolitical tensions, economic policy shifts, and technological advancements. Discover how key trades and a focus on diversification helped navigate the complexities of Q2.

In the first quarter of 2024, LynnLeigh & Company strategically navigated market volatility by adjusting portfolios across equities, fixed income, and alternative investments. This proactive approach ensures that our clients are well-positioned for both risk management and growth in a dynamic economic environment.