As readers of this blog, you’re aware that writing is my preferred medium. I solemnly promise to myself, my family, and you readers that you’ll never see me shilling financial advice on TikTok. Having said that, last week I co-hosted a webinar for Truepoint & Commas clients and prospective clients that has since made it’s way to YouTube. The webinar, co-hosted by my colleague and financial planning extraordinaire, August Hemmerich, covers a range of topics that’s applicable for everyone: financial planning tips to get/stay on track in 2024, a look back at financial markets in 2023, and what to expect from markets in the year ahead.

Give it a watch below!