WHAT'S GOING ON WITH ASSETS?

Asset Allocation into 2024

In 2023, investments bounced back despite ongoing rate hikes, and at the close of the year, most people—investors and experts alike—expected rate cuts in 2024.

The economy is growing less than expected, inflation is proving itself to be stickier than anticipated, and the jobs market—while strong—may be
showing signs of weakness based on the May jobs report.

In our third annual rendition of this study, we pulled data from over 1,500 firms that use Advyzon to see how advisors allocated assets.

In the full report, you'll find out about: 

• How each of the main security types performed
• What the top holdings of 2023 were
• What trends industry experts are watching over the next year 

Interested about what this all means for 2024 and beyond?

Download the full white paper to get the full scope!