The first half of 2024 is in the books! How did the market do? All three major indexes are up for the year with quite a strong showing. We discuss the year's themes so far and how to adjust your financial goals.
This is an excellent time to reflect on your goals for the year, specifically your financial goals. What has done well? What needs to be adjusted? Years rarely go as we plan, but small adjustments along the way can have a significant impact. Remember, it's the boring and mundane that few see that makes the largest impact long term.
We also discuss a recent study that shows the difference in investing styles between younger and older wealthy investors. Hint: Crypto and alternative assets are key points.
