Broker Check

My latest article in Forbes: 2023 Year-End Financial Checklist

December 04, 2023

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data indicates a strong labor market, and wages are keeping up with inflation.


While you cannot control the uncertainty and outcome of the economy, market, or the future tax environment, investors can create a well-structured plan to help them achieve their financial goals. Doing so will offer some certainty amidst all the uncertainty.