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Inman Financial

Third Quarter 2024

  • End of year info
  • A new addition to our team
  • Market commentary
  • What’s happening

Update from the IFS Team

Dear Friends,

We hope this newsletter finds you well and enjoying the changing colors of the leaves! 😊 

 Included in this edition:

  • A new addition to our team
  • Market Commentary
  • Fun events happening in the area


Thank you for allowing us to partner with you on your journey!

The IFS Team

 
 

End-of-Year Info

  • RMDs – distribute by 12/01 to ensure completion before year-end.
  • 401k contributions – before 12/31/2024
  • Cash Donations – must be given by 12/31/2024
    • If you are looking for a charity to support, feel free to use the button below for Charity Navigator. This is a collective database of charities and non-profits that can be searched by location, charitable ratings, and interests (i.e. animals, mental health, politics, etc)

Welcome Adrienne Bridge!!

We are proud and excited to welcome Adrienne to the IFS team.

Adrienne joins us with a background in corporate finance, previously holding positions at Walmart, Adidas, and Nike. At IFS, she hopes to build deep client connections and help us in our goal to provide clarity in complex decisions.

Outside of work, Adrienne and her husband, Patrick, love to plan family trips all over the Pacific Northwest with their 3 kids. You can read more of her bio on the IFS Team page of our website at the link below.

We look forward to each of you getting to know her more. 

Market Commentary

Global equity markets had a strong third quarter, with the Federal Reserve’s decision to cut interest rates providing a significant tailwind for stocks. Mega-caps and smaller-caps reversed their underperformance from the second quarter, while tech names and growth stocks still performed decently. 

The DJIA hit 12 record highs in the third quarter, while the S&P 500 reached 11 new peaks, driven by a robust September rally that marked its best September since 2013 and extended its streak to five consecutive months of gains.

Click below to read more.

What's Happening in October

  • Spirit of Halloweentown
    • What began as a tribute to the beloved Disney movie “Halloweentown,” filmed in St. Helens, has grown into a month-long celebration filled with spooky fun, enchanting attractions, and family-friendly activities.
  • Hood River Fruit Loop
    • A unique rural farm experience awaits you in the beautiful Hood River Valley, where you will encounter 30 on-the-farm fruit stands, wineries, breweries, cideries, and fields of flowers. Enjoy a self-guided tour of the Fruit Loop Stands along a scenic 35-mile loop in the Hood River Valley

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