Apollo Lupescu • Life Lessons • Predicting Interest Rates
Monthly AIRE Perspectives – January 2024
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
MUST SEE! Recording of Our January Webinar with Apollo Lupescu of Dimensional
For those of you who missed it, we are pleased to share the video replay of our thought-provoking session with Apollo Lupescu from this past month: Navigating Turbulent Markets in a Changing World & Best Practices in Investing. We highly recommend that you take some time to watch this, as we discuss key topics in investing, from the “Magnificent Seven” stocks (Amazon, Alphabet, Apple, Meta, Microsoft, Nvidia, Tesla) versus diversified stock portfolios, to small-cap and international investing versus the S&P 500, and much more. We hope you will enjoy this educational session and we welcome your feedback!
Click here for the recording. Passcode: AIRE-Dimensional:1-2024
PLEASE NOTE: you will need to either log in to your Zoom account or, if you do not have one, simply register to view the replay. This link will expire in one month (March 16).
More from Dimensional
Much of Dimensional’s investing perspective is in line with our thinking, and we often find their content to be extremely helpful and useful to clients. This month, there are two pieces, in particular, that we want to share with you:
The first is a brief article but informative in Kiplinger’s by Dimensional’s Chairman and Founder, David Booth: Life Lessons That Also Apply to Investing (hint: the very first lesson is to “plan, not predict,” as we have been discussing for years.)
The second is a two-minute video featuring Dimensional’s Co-CEO and CIO, Gerard O’Reilly: Trying to Predict Interest Rates? Good Luck.
We hope you find this content not only to be educational, but to reinforce the best practices in investing that we regularly highlight.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month. 😊
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
In addition, AIRE Advisors, LLC may provide links hyperlinks for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.