Welcome to "Emotional Balance Sheet," and a Happy New Year to all our listeners!

Back from a refreshing holiday break with my family, I wanted to take a retrospective look at the financial markets in 2024—a year marked by fascinating highs and lows.

I'll break down the key moments that drove the S&P 500 to a 23% gain, highlighting just 16 critical trading days among 252. Most importantly, we'll discuss the implications for your wealth management and portfolio strategies as we navigate the new year.

Whether you're just starting out or planning for retirement, staying diversified and consistently invested are crucial takeaways.

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Resources Featured in This Episode:

Why Politics Should Stay Out of Your Portfolio

Uncovering Core Values for Financial Clarity and Emotional Balance

The Science of Motivation and Strategies to Help You Achieve Your Purpose