2024 Year-End Investment Checklist

As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates a strong labor market, and wages are keeping pace with inflation.

While we cannot control the uncertainty of the economy, market conditions, or the future tax environment, investors can create a well-structured plan to help achieve their financial goals. Doing so will provide some certainty amidst all the unpredictability.