Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between Israel and Hamas, consistent increases in interest rates, and retreating inflation.

In this episode, we recap 2023 market performance and consider the key changes and planning opportunities for 2024 that individuals should consider and implement.

If you are interested in learning what’s changing as we roll into the new year and how you can update your financial plan to be prepared for the year ahead, we think you’ll enjoy this episode. Thanks for listening!

For more details on key changes and planning opportunities for 2024, check out our blog post covering the same topic at https://pw-wm.com/learn/financial-planning/key-changes-for-2024-and-planning-opportunities/.