Mid-Year Insights 2024

Unconventional Wisdom

Here are three key insights that I believe are essential for navigating the rest of the year and beyond.

These insights are grounded in the principles that have guided our successful financial planning and investment strategies.

The three key areas: Some timeless truths that guide our financial planning, a few observations on the markets so far this year, and an update on what we’re doing in our practice to keep you on track toward your financial goals.

In my latest podcast episode you’ll learn:

• Timeless truths for financial success
• General principles of our investment strategy
• Market commentary for the first half of 2024
• Current observations and insights
• Updates on our practice