• It's 2024 - What's the Plan S4

  • Feb 16 2024
  • Length: 15 mins
  • Podcast
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It's 2024 - What's the Plan S4

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  • Summary

  • New Year's resolutions and stock market already setting 5+ record high closes. What is your investment plan for 2024? What steps have you taken to rebalance your portfolio / lock in your investment capital and some of your 2023 winnings? What will happen if the FED decreases rates in the 2nd half of 2024? Will the magnificant 7 be responsible for 80%+ of the market returns in 2024? Consumers just breached $1.1 Trillion in installment debt. If you are a "do-it yourself" kinda person this is a must listen.

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    To a prosperous and happy 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - done: The Logical Plan™
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