Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Nine Investing and Life Lessons From 2023

Jan 1, 2024

40:20

2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. And the economy also remained more resilient than many thought, with inflation falling more than expectations throughout the year. Now that 2023 has come to a close, we wanted to take a look back and share the biggest lessons we learned from the year. We discuss what we learned in markets and what we learned in our lives and how that will inform our approach going forward.

We hope you enjoy the discussion.

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